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 | $71,959 | $80,673-10.8% | $101,326-29.0% | $84,808-15.2% |
| Participation rate | 76.7% | 77.8%-1.0pp | 81.5%-4.8pp | 68.3%+8.4pp |
| Annual return | 16.58% | 38.95%-22.4pp | 36.82%-20.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $5,092 | $2,698+88.8% | $3,665+38.9% | $2,631+93.6% |
| Participant deferral / active EE | $10,153 | $6,840+48.4% | $7,994+27.0% | $4,212+141.1% |
| Admin fee / account holder | $13,260 | $12,784+3.7% | $11,185+18.5% | $7,344+80.6% |