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 | $76,286 | $109,881-30.6% | $150,045-49.2% | $84,808-10.0% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.4pp | 68.3%+9.7pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,162 | $3,561+16.9% | $4,693-11.3% | $2,631+58.2% |
| Participant deferral / active EE | $7,236 | $6,636+9.0% | $7,997-9.5% | $4,212+71.8% |
| Admin fee / account holder | $3,645 | $8,568-57.5% | $13,435-72.9% | $7,344-50.4% |