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 4-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 | $50,386 | $80,673-37.5% | $101,326-50.3% | $84,808-40.6% |
| Participation rate | 82.9% | 77.8%+5.1pp | 81.5%+1.4pp | 68.3%+14.5pp |
| Annual return | 19.43% | 38.95%-19.5pp | 36.82%-17.4pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,764 | $2,698+39.5% | $3,665+2.7% | $2,631+43.1% |
| Participant deferral / active EE | $8,589 | $6,840+25.6% | $7,994+7.4% | $4,212+103.9% |
| Admin fee / account holder | $3,746 | $12,784-70.7% | $11,185-66.5% | $7,344-49.0% |