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 | $89,103 | $109,881-18.9% | $150,045-40.6% | $84,808+5.1% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 18.77% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,555 | $3,561-28.3% | $4,693-45.6% | $2,631-2.9% |
| Participant deferral / active EE | $4,298 | $6,636-35.2% | $7,997-46.3% | $4,212+2.1% |
| Admin fee / account holder | $434 | $8,568-94.9% | $13,435-96.8% | $7,344-94.1% |