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 | $81,223 | $127,065-36.1% | $113,168-28.2% | $142,382-43.0% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 18.72% | 24.03%-5.3pp | 24.27%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,064 | $3,442-40.0% | $2,975-30.6% | $4,299-52.0% |
| Participant deferral / active EE | $3,074 | $5,716-46.2% | $5,107-39.8% | $6,507-52.8% |
| Admin fee / account holder | $529 | $15,736-96.6% | $12,068-95.6% | $12,624-95.8% |