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 | $33,326 | $51,576-35.4% | $129,207-74.2% | $80,856-58.8% |
| Participation rate | 72.2% | 57.0%+15.2pp | 69.6%+2.6pp | 67.6%+4.6pp |
| Annual return | 12.36% | 20.81%-8.4pp | 9417.33%-9405.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,380 | $1,584+176.6% | $4,153+5.5% | $2,755+59.0% |
| Participant deferral / active EE | $2,950 | $2,669+10.5% | $4,168-29.2% | $4,296-31.3% |
| Admin fee / account holder | $1,635 | $4,305-62.0% | $7,715-78.8% | $6,918-76.4% |