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 | $74,650 | $109,881-32.1% | $150,045-50.2% | $84,808-12.0% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 28.02% | 28.25%-0.2pp | 62.55%-34.5pp | 40.90%-12.9pp |
| Employer contribution / active EE | $3,855 | $3,561+8.2% | $4,693-17.9% | $2,631+46.5% |
| Participant deferral / active EE | $7,854 | $6,636+18.4% | $7,997-1.8% | $4,212+86.5% |
| Admin fee / account holder | $4,017 | $8,568-53.1% | $13,435-70.1% | $7,344-45.3% |