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 | $68,616 | $92,985-26.2% | $153,432-55.3% | $80,874-15.2% |
| Participation rate | 85.7% | 69.0%+16.8pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 15.18% | 19.95%-4.8pp | 15.66%-0.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $3,738 | $3,507+6.6% | $5,038-25.8% | $2,756+35.6% |
| Participant deferral / active EE | $3,985 | $5,178-23.0% | $6,757-41.0% | $4,297-7.3% |
| Admin fee / account holder | $3,739 | $8,880-57.9% | $12,725-70.6% | $6,935-46.1% |