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 7-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 | $39,638 | $65,365-39.4% | $92,893-57.3% | $72,985-45.7% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 21.03% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,575 | $2,594-0.7% | $3,653-29.5% | $2,440+5.5% |
| Participant deferral / active EE | $5,371 | $3,128+71.7% | $4,236+26.8% | $3,607+48.9% |
| Admin fee / account holder | $10,003 | $4,251+135.3% | $5,794+72.7% | $5,124+95.2% |