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 7-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 | $68,568 | $92,985-26.3% | $153,485-55.3% | $80,856-15.2% |
| Participation rate | 82.4% | 69.0%+13.4pp | 77.1%+5.3pp | 67.6%+14.7pp |
| Annual return | 16.79% | 19.95%-3.2pp | 15.65%+1.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $3,763 | $3,507+7.3% | $5,039-25.3% | $2,755+36.6% |
| Participant deferral / active EE | $4,652 | $5,178-10.1% | $6,757-31.1% | $4,296+8.3% |
| Admin fee / account holder | $7,835 | $8,880-11.8% | $12,724-38.4% | $6,918+13.3% |