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 | $50,493 | $77,503-34.9% | $100,391-49.7% | $80,856-37.6% |
| Participation rate | 93.3% | 76.9%+16.4pp | 81.5%+11.9pp | 67.6%+25.7pp |
| Annual return | 29.45% | 37.20%-7.7pp | 49.20%-19.8pp | 35.59%-6.1pp |
| Employer contribution / active EE | $3,148 | $2,801+12.4% | $3,942-20.1% | $2,755+14.3% |
| Participant deferral / active EE | $7,623 | $6,820+11.8% | $8,082-5.7% | $4,296+77.4% |
| Admin fee / account holder | $3,203 | $5,897-45.7% | $7,899-59.5% | $6,918-53.7% |