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 | $60,829 | $109,881-44.6% | $150,045-59.5% | $84,808-28.3% |
| Participation rate | 84.5% | 76.1%+8.4pp | 82.3%+2.2pp | 68.3%+16.2pp |
| Annual return | 16.30% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,140 | $3,561-11.8% | $4,693-33.1% | $2,631+19.4% |
| Participant deferral / active EE | $9,415 | $6,636+41.9% | $7,997+17.7% | $4,212+123.5% |
| Admin fee / account holder | $11,746 | $8,568+37.1% | $13,435-12.6% | $7,344+59.9% |