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 | $78,186 | $138,347-43.5% | $184,203-57.6% | $80,856-3.3% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 31.95% | 20.02%+11.9pp | 28.81%+3.1pp | 35.59%-3.6pp |
| Employer contribution / active EE | $2,114 | $4,850-56.4% | $6,427-67.1% | $2,755-23.3% |
| Participant deferral / active EE | $7,877 | $7,071+11.4% | $9,131-13.7% | $4,296+83.4% |
| Admin fee / account holder | $5,958 | $10,483-43.2% | $13,901-57.1% | $6,918-13.9% |