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 | $77,888 | $111,814-30.3% | $103,374-24.7% | $145,959-46.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.29% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $4,846 | $4,214+15.0% | $3,869+25.2% | $4,661+4.0% |
| Participant deferral / active EE | $8,538 | $5,618+52.0% | $5,058+68.8% | $6,689+27.7% |
| Admin fee / account holder | $7,925 | $9,754-18.8% | $8,394-5.6% | $13,398-40.8% |