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 6-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 | $51,804 | $146,267-64.6% | $197,124-73.7% | $82,448-37.2% |
| Participation rate | 96.6% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.5pp |
| Annual return | 23.52% | 29.61%-6.1pp | 44.34%-20.8pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,465 | $4,723-47.8% | $6,227-60.4% | $2,551-3.4% |
| Participant deferral / active EE | $3,310 | $7,035-53.0% | $9,135-63.8% | $4,139-20.0% |
| Admin fee / account holder | $6,018 | $14,422-58.3% | $16,298-63.1% | $7,234-16.8% |