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 | $63,897 | $106,749-40.1% | $145,433-56.1% | $82,448-22.5% |
| Participation rate | 78.8% | 75.6%+3.1pp | 82.1%-3.3pp | 68.1%+10.7pp |
| Annual return | 14.54% | 27.59%-13.1pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,015 | $3,444-12.5% | $4,554-33.8% | $2,551+18.2% |
| Participant deferral / active EE | $6,957 | $6,519+6.7% | $7,897-11.9% | $4,139+68.1% |
| Admin fee / account holder | $12,457 | $8,390+48.5% | $13,129-5.1% | $7,234+72.2% |