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 7-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 | $29,208 | $93,571-68.8% | $135,903-78.5% | $75,163-61.1% |
| Participation rate | 93.2% | 75.2%+18.0pp | 81.9%+11.3pp | 67.2%+26.0pp |
| Annual return | 36.83% | 30.90%+5.9pp | 68.23%-31.4pp | 160.62%-123.8pp |
| Employer contribution / active EE | $3,516 | $3,537-0.6% | $4,856-27.6% | $2,670+31.7% |
| Participant deferral / active EE | $8,220 | $6,404+28.4% | $7,758+6.0% | $4,125+99.3% |
| Admin fee / account holder | $3,640 | $6,975-47.8% | $10,762-66.2% | $5,651-35.6% |