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 | $61,134 | $80,968-24.5% | $96,544-36.7% | $75,163-18.7% |
| Participation rate | 84.8% | 71.8%+13.1pp | 76.0%+8.9pp | 67.2%+17.7pp |
| Annual return | 21.01% | 27.06%-6.1pp | 25.84%-4.8pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,895 | $2,282-17.0% | $2,965-36.1% | $2,670-29.0% |
| Participant deferral / active EE | $4,311 | $3,928+9.8% | $4,851-11.1% | $4,125+4.5% |
| Admin fee / account holder | $1,951 | $6,724-71.0% | $8,252-76.4% | $5,651-65.5% |