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 | $64,135 | $74,888-14.4% | $71,209-9.9% | $142,382-55.0% |
| Participation rate | 78.9% | 76.2%+2.7pp | 73.8%+5.2pp | 80.1%-1.2pp |
| Annual return | 20.79% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,412 | $2,854-15.5% | $2,721-11.3% | $4,299-43.9% |
| Participant deferral / active EE | $8,663 | $4,454+94.5% | $4,175+107.5% | $6,507+33.1% |
| Admin fee / account holder | $2,553 | $5,568-54.1% | $5,349-52.3% | $12,624-79.8% |