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 8-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 | $90,187 | $109,881-17.9% | $150,045-39.9% | $84,808+6.3% |
| Participation rate | 90.4% | 76.1%+14.3pp | 82.3%+8.0pp | 68.3%+22.1pp |
| Annual return | 21.43% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $4,246 | $3,561+19.2% | $4,693-9.5% | $2,631+61.4% |
| Participant deferral / active EE | $9,920 | $6,636+49.5% | $7,997+24.0% | $4,212+135.5% |
| Admin fee / account holder | $370 | $8,568-95.7% | $13,435-97.2% | $7,344-95.0% |