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 | $30,700 | $72,277-57.5% | $101,248-69.7% | $79,858-61.6% |
| Participation rate | 87.0% | 68.5%+18.5pp | 75.8%+11.1pp | 69.6%+17.3pp |
| Annual return | 15.27% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,471 | $2,692-8.2% | $3,660-32.5% | $2,4710% |
| Participant deferral / active EE | $5,008 | $3,282+52.6% | $4,370+14.6% | $3,740+33.9% |
| Admin fee / account holder | $3,186 | $4,400-27.6% | $5,945-46.4% | $5,306-40.0% |