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 9-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 | $66,314 | $80,717-17.8% | $154,803-57.2% | $84,808-21.8% |
| Participation rate | 81.9% | 66.8%+15.1pp | 78.1%+3.9pp | 68.3%+13.6pp |
| Annual return | 16.26% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,955 | $2,761+7.0% | $4,305-31.4% | $2,631+12.3% |
| Participant deferral / active EE | $2,397 | $3,303-27.4% | $5,540-56.7% | $4,212-43.1% |
| Admin fee / account holder | $6,983 | $6,746+3.5% | $14,329-51.3% | $7,344-4.9% |