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 | $94,790 | $138,347-31.5% | $184,203-48.5% | $80,856+17.2% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.6%+4.4pp |
| Annual return | 15.80% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,250 | $4,850-12.4% | $6,427-33.9% | $2,755+54.3% |
| Participant deferral / active EE | $7,653 | $7,071+8.2% | $9,131-16.2% | $4,296+78.1% |
| Admin fee / account holder | $14,196 | $10,483+35.4% | $13,901+2.1% | $6,918+105.2% |