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 | $61,068 | $109,881-44.4% | $150,045-59.3% | $84,808-28.0% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 29.86% | 28.25%+1.6pp | 62.55%-32.7pp | 40.90%-11.0pp |
| Employer contribution / active EE | $3,245 | $3,561-8.9% | $4,693-30.9% | $2,631+23.3% |
| Participant deferral / active EE | $12,441 | $6,636+87.5% | $7,997+55.6% | $4,212+195.4% |
| Admin fee / account holder | $8,356 | $8,568-2.5% | $13,435-37.8% | $7,344+13.8% |