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 | $70,694 | $109,881-35.7% | $150,045-52.9% | $84,808-16.6% |
| Participation rate | 95.0% | 76.1%+18.9pp | 82.3%+12.7pp | 68.3%+26.7pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,867 | $3,561-19.5% | $4,693-38.9% | $2,631+9.0% |
| Participant deferral / active EE | $4,027 | $6,636-39.3% | $7,997-49.6% | $4,212-4.4% |
| Admin fee / account holder | $4,015 | $8,568-53.1% | $13,435-70.1% | $7,344-45.3% |