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 | $50,837 | $95,803-46.9% | $113,168-55.1% | $84,808-40.1% |
| Participation rate | 78.8% | 72.9%+6.0pp | 76.6%+2.3pp | 68.3%+10.5pp |
| Annual return | 23.62% | 25.00%-1.4pp | 24.27%-0.6pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,746 | $2,360+58.7% | $2,975+25.9% | $2,631+42.4% |
| Participant deferral / active EE | $10,494 | $4,242+147.4% | $5,107+105.5% | $4,212+149.2% |
| Admin fee / account holder | $2,728 | $8,989-69.7% | $12,068-77.4% | $7,344-62.9% |