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 | $79,960 | $81,460-1.8% | $103,333-22.6% | $80,856-1.1% |
| Participation rate | 77.1% | 66.8%+10.3pp | 74.5%+2.6pp | 67.6%+9.5pp |
| Annual return | 20.58% | 25.55%-5.0pp | 24.88%-4.3pp | 35.59%-15.0pp |
| Employer contribution / active EE | $4,078 | $3,105+31.3% | $3,868+5.4% | $2,755+48.0% |
| Participant deferral / active EE | $7,301 | $3,869+88.7% | $5,057+44.4% | $4,296+69.9% |
| Admin fee / account holder | $5,756 | $6,566-12.3% | $8,355-31.1% | $6,918-16.8% |