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 6-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 | $63,075 | $91,552-31.1% | $133,956-52.9% | $79,858-21.0% |
| Participation rate | 71.1% | 73.3%-2.2pp | 79.8%-8.7pp | 69.6%+1.5pp |
| Annual return | 169.02% | 61.85%+107.2pp | 45.09%+123.9pp | 31.71%+137.3pp |
| Employer contribution / active EE | $2,184 | $2,384-8.4% | $3,919-44.3% | $2,471-11.6% |
| Participant deferral / active EE | $2,588 | $3,733-30.7% | $5,048-48.7% | $3,740-30.8% |
| Admin fee / account holder | $4,122 | $6,321-34.8% | $8,927-53.8% | $5,306-22.3% |