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 | $40,952 | $95,453-57.1% | $112,040-63.4% | $82,448-50.3% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.5%+5.0pp | 68.1%+13.4pp |
| Annual return | 13.94% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,157 | $2,318-6.9% | $2,954-27.0% | $2,551-15.5% |
| Participant deferral / active EE | $6,710 | $4,224+58.9% | $5,098+31.6% | $4,139+62.1% |
| Admin fee / account holder | $336 | $9,013-96.3% | $12,098-97.2% | $7,234-95.4% |