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 | $59,252 | $80,673-26.6% | $101,326-41.5% | $84,808-30.1% |
| Participation rate | 94.7% | 77.8%+17.0pp | 81.5%+13.2pp | 68.3%+26.4pp |
| Annual return | 21.30% | 38.95%-17.7pp | 36.82%-15.5pp | 40.90%-19.6pp |
| Employer contribution / active EE | $3,323 | $2,698+23.2% | $3,665-9.3% | $2,631+26.3% |
| Participant deferral / active EE | $6,633 | $6,840-3.0% | $7,994-17.0% | $4,212+57.5% |
| Admin fee / account holder | $1,172 | $12,784-90.8% | $11,185-89.5% | $7,344-84.0% |