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 | $117,348 | $130,194-9.9% | $169,993-31.0% | $71,457+64.2% |
| Participation rate | 75.8% | 86.1%-10.4pp | 87.0%-11.2pp | 67.9%+7.9pp |
| Annual return | 25.90% | 20.37%+5.5pp | 53.37%-27.5pp | 28.85%-2.9pp |
| Employer contribution / active EE | $5,085 | $4,381+16.1% | $6,785-25.1% | $2,588+96.5% |
| Participant deferral / active EE | $9,074 | $6,923+31.1% | $10,408-12.8% | $4,289+111.6% |
| Admin fee / account holder | $11,051 | $966+1044.5% | $12,815-13.8% | $1,587+596.2% |