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 | $35,234 | $98,750-64.3% | $149,696-76.5% | $79,858-55.9% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 14.97% | 27.43%-12.5pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,418 | $3,216+6.3% | $4,644-26.4% | $2,471+38.3% |
| Participant deferral / active EE | $7,679 | $5,680+35.2% | $6,842+12.2% | $3,740+105.3% |
| Admin fee / account holder | $3,741 | $6,053-38.2% | $9,309-59.8% | $5,306-29.5% |