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 | $24,953 | $89,355-72.1% | $141,162-82.3% | $72,985-65.8% |
| Participation rate | 87.0% | 75.1%+11.9pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 35.70% | 111.85%-76.1pp | 71.39%-35.7pp | 81.00%-45.3pp |
| Employer contribution / active EE | $710 | $3,114-77.2% | $4,735-85.0% | $2,440-70.9% |
| Participant deferral / active EE | $3,903 | $5,418-28.0% | $6,709-41.8% | $3,607+8.2% |
| Admin fee / account holder | $2,826 | $5,958-52.6% | $10,261-72.5% | $5,124-44.8% |