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 | $61,559 | $109,881-44.0% | $150,045-59.0% | $84,808-27.4% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 21.24% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,509 | $3,561-1.5% | $4,693-25.2% | $2,631+33.4% |
| Participant deferral / active EE | $7,534 | $6,636+13.5% | $7,997-5.8% | $4,212+78.9% |
| Admin fee / account holder | $1,503 | $8,568-82.5% | $13,435-88.8% | $7,344-79.5% |