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 7-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 | $77,193 | $148,978-48.2% | $200,582-61.5% | $84,808-9.0% |
| Participation rate | 90.5% | 84.2%+6.2pp | 86.9%+3.6pp | 68.3%+22.2pp |
| Annual return | 21.20% | 28.16%-7.0pp | 42.33%-21.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,827 | $4,815+0.3% | $6,419-24.8% | $2,631+83.5% |
| Participant deferral / active EE | $10,583 | $7,142+48.2% | $9,331+13.4% | $4,212+151.3% |
| Admin fee / account holder | $9,633 | $13,977-31.1% | $16,305-40.9% | $7,344+31.2% |