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 | $66,387 | $100,923-34.2% | $150,045-55.8% | $74,304-10.7% |
| Participation rate | 92.7% | 70.1%+22.6pp | 82.3%+10.3pp | 60.3%+32.3pp |
| Annual return | 36.58% | 51.77%-15.2pp | 62.55%-26.0pp | 29.43%+7.2pp |
| Employer contribution / active EE | $3,734 | $3,463+7.8% | $4,693-20.4% | $2,241+66.6% |
| Participant deferral / active EE | $8,608 | $6,709+28.3% | $7,997+7.6% | $3,767+128.5% |
| Admin fee / account holder | $3,215 | $2,767+16.2% | $13,435-76.1% | $2,969+8.3% |