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 6-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 | $66,456 | $80,673-17.6% | $101,326-34.4% | $84,808-21.6% |
| Participation rate | 75.7% | 77.8%-2.1pp | 81.5%-5.8pp | 68.3%+7.4pp |
| Annual return | 19.79% | 38.95%-19.2pp | 36.82%-17.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $4,078 | $2,698+51.2% | $3,665+11.3% | $2,631+55.0% |
| Participant deferral / active EE | $7,938 | $6,840+16.0% | $7,994-0.7% | $4,212+88.5% |
| Admin fee / account holder | $3,670 | $12,784-71.3% | $11,185-67.2% | $7,344-50.0% |