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 | $66,093 | $81,233-18.6% | $155,567-57.5% | $80,874-18.3% |
| Participation rate | 81.5% | 66.2%+15.2pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 13.70% | 33.33%-19.6pp | 64.74%-51.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $2,582 | $3,101-16.7% | $4,674-44.8% | $2,756-6.3% |
| Participant deferral / active EE | $6,434 | $3,452+86.4% | $5,628+14.3% | $4,297+49.7% |
| Admin fee / account holder | $12,721 | $7,998+59.1% | $15,916-20.1% | $6,935+83.4% |