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 | $77,431 | $109,881-29.5% | $150,045-48.4% | $84,808-8.7% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 14.74% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $4,328 | $3,561+21.5% | $4,693-7.8% | $2,631+64.5% |
| Participant deferral / active EE | $8,088 | $6,636+21.9% | $7,997+1.1% | $4,212+92.1% |
| Admin fee / account holder | $2,353 | $8,568-72.5% | $13,435-82.5% | $7,344-68.0% |