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 6-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 | $69,631 | $86,922-19.9% | $102,438-32.0% | $80,874-13.9% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 16.77% | 18.90%-2.1pp | 29.37%-12.6pp | 35.62%-18.8pp |
| Employer contribution / active EE | $4,206 | $2,369+77.5% | $3,024+39.1% | $2,756+52.6% |
| Participant deferral / active EE | $4,870 | $4,119+18.2% | $5,054-3.6% | $4,297+13.3% |
| Admin fee / account holder | $5,198 | $8,050-35.4% | $9,448-45.0% | $6,935-25.1% |