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 | $59,920 | $88,634-32.4% | $101,326-40.9% | $74,304-19.4% |
| Participation rate | 80.6% | 76.9%+3.7pp | 81.5%-0.9pp | 60.3%+20.2pp |
| Annual return | 32.85% | 33.10%-0.2pp | 36.82%-4.0pp | 29.43%+3.4pp |
| Employer contribution / active EE | $1,942 | $2,930-33.7% | $3,665-47.0% | $2,241-13.4% |
| Participant deferral / active EE | $9,195 | $7,322+25.6% | $7,994+15.0% | $3,767+144.1% |
| Admin fee / account holder | $3,207 | $2,425+32.2% | $11,185-71.3% | $2,969+8.0% |