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 5-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 | $47,006 | $109,881-57.2% | $150,045-68.7% | $84,808-44.6% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 18.76% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,795 | $3,561+6.6% | $4,693-19.1% | $2,631+44.2% |
| Participant deferral / active EE | $8,591 | $6,636+29.5% | $7,997+7.4% | $4,212+104.0% |
| Admin fee / account holder | $1,088 | $8,568-87.3% | $13,435-91.9% | $7,344-85.2% |