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 | $96,058 | $109,881-12.6% | $150,045-36.0% | $84,808+13.3% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 18.89% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,718 | $3,561+4.4% | $4,693-20.8% | $2,631+41.3% |
| Participant deferral / active EE | $8,149 | $6,636+22.8% | $7,997+1.9% | $4,212+93.5% |
| Admin fee / account holder | $2,401 | $8,568-72.0% | $13,435-82.1% | $7,344-67.3% |