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 | $54,639 | $77,634-29.6% | $156,549-65.1% | $62,891-13.1% |
| Participation rate | 83.6% | 71.2%+12.4pp | 84.0%-0.4pp | 69.3%+14.3pp |
| Annual return | 7.05% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $2,311 | $3,444-32.9% | $5,501-58.0% | $2,281+1.3% |
| Participant deferral / active EE | $3,037 | $3,045-0.3% | $4,871-37.6% | $3,203-5.2% |
| Admin fee / account holder | $5,010 | $5,561-9.9% | $13,027-61.5% | $4,296+16.6% |