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 8-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 | $64,393 | $109,881-41.4% | $150,045-57.1% | $84,808-24.1% |
| Participation rate | 70.0% | 76.1%-6.1pp | 82.3%-12.3pp | 68.3%+1.7pp |
| Annual return | 18.30% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,235 | $3,561-37.2% | $4,693-52.4% | $2,631-15.0% |
| Participant deferral / active EE | $7,634 | $6,636+15.0% | $7,997-4.5% | $4,212+81.3% |
| Admin fee / account holder | $1,985 | $8,568-76.8% | $13,435-85.2% | $7,344-73.0% |