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 | $78,332 | $81,248-3.6% | $155,509-49.6% | $80,856-3.1% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 21.79% | 33.31%-11.5pp | 64.67%-42.9pp | 35.59%-13.8pp |
| Employer contribution / active EE | $2,108 | $3,100-32.0% | $4,672-54.9% | $2,755-23.5% |
| Participant deferral / active EE | $4,112 | $3,452+19.1% | $5,626-26.9% | $4,296-4.3% |
| Admin fee / account holder | $1,386 | $7,997-82.7% | $15,912-91.3% | $6,918-80.0% |