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 | $74,533 | $100,923-26.1% | $150,045-50.3% | $74,304+0.3% |
| Participation rate | 81.3% | 70.1%+11.3pp | 82.3%-1.0pp | 60.3%+21.0pp |
| Annual return | 30.99% | 51.77%-20.8pp | 62.55%-31.6pp | 29.43%+1.6pp |
| Employer contribution / active EE | $3,583 | $3,463+3.5% | $4,693-23.6% | $2,241+59.9% |
| Participant deferral / active EE | $8,357 | $6,709+24.6% | $7,997+4.5% | $3,767+121.8% |
| Admin fee / account holder | $1,586 | $2,767-42.7% | $13,435-88.2% | $2,969-46.6% |