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 8-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 | $51,931 | $91,552-43.3% | $133,956-61.2% | $79,858-35.0% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.0pp | 69.6%+18.2pp |
| Annual return | 13.58% | 61.85%-48.3pp | 45.09%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,959 | $2,384+24.1% | $3,919-24.5% | $2,471+19.8% |
| Participant deferral / active EE | $6,382 | $3,733+70.9% | $5,048+26.4% | $3,740+70.6% |
| Admin fee / account holder | $1,496 | $6,321-76.3% | $8,927-83.2% | $5,306-71.8% |