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 | $75,267 | $109,881-31.5% | $150,045-49.8% | $84,808-11.2% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 21.25% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $4,651 | $3,561+30.6% | $4,693-0.9% | $2,631+76.8% |
| Participant deferral / active EE | $8,456 | $6,636+27.4% | $7,997+5.7% | $4,212+100.8% |
| Admin fee / account holder | $6,799 | $8,568-20.6% | $13,435-49.4% | $7,344-7.4% |