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 | $66,847 | $96,484-30.7% | $156,263-57.2% | $74,304-10.0% |
| Participation rate | 76.4% | 67.7%+8.7pp | 78.9%-2.5pp | 60.3%+16.0pp |
| Annual return | 15.75% | 17.73%-2.0pp | 59.47%-43.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,709 | $2,528+7.1% | $4,333-37.5% | $2,241+20.9% |
| Participant deferral / active EE | $6,804 | $4,286+58.7% | $6,158+10.5% | $3,767+80.6% |
| Admin fee / account holder | $7,139 | $3,728+91.5% | $14,255-49.9% | $2,969+140.5% |