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 | $76,316 | $93,571-18.4% | $135,903-43.8% | $75,163+1.5% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 31.07% | 30.90%+0.2pp | 68.23%-37.2pp | 160.62%-129.5pp |
| Employer contribution / active EE | $3,320 | $3,537-6.1% | $4,856-31.6% | $2,670+24.3% |
| Participant deferral / active EE | $15,068 | $6,404+135.3% | $7,758+94.2% | $4,125+265.3% |
| Admin fee / account holder | $3,586 | $6,975-48.6% | $10,762-66.7% | $5,651-36.5% |