See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,047 | $74,888-37.2% | $71,209-33.9% | $142,382-67.0% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.1%-1.2pp |
| Annual return | 18.86% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,263 | $2,854+14.3% | $2,721+19.9% | $4,299-24.1% |
| Participant deferral / active EE | $6,166 | $4,454+38.4% | $4,175+47.7% | $6,507-5.3% |
| Admin fee / account holder | $6,670 | $5,568+19.8% | $5,349+24.7% | $12,624-47.2% |