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 | $67,230 | $54,705+22.9% | $71,209-5.6% | $84,808-20.7% |
| Participation rate | 84.8% | 64.1%+20.8pp | 73.8%+11.1pp | 68.3%+16.5pp |
| Annual return | 15.23% | 35.90%-20.7pp | 282.51%-267.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,043 | $2,158-5.3% | $2,721-24.9% | $2,631-22.3% |
| Participant deferral / active EE | $3,882 | $3,030+28.1% | $4,175-7.0% | $4,212-7.8% |
| Admin fee / account holder | $1,922 | $4,863-60.5% | $5,349-64.1% | $7,344-73.8% |