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 | $37,825 | $56,060-32.5% | $76,002-50.2% | $80,874-53.2% |
| Participation rate | 74.2% | 62.0%+12.2pp | 69.1%+5.1pp | 67.6%+6.5pp |
| Annual return | 14.75% | 20.54%-5.8pp | 360.07%-345.3pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,378 | $1,873+27.0% | $2,688-11.5% | $2,756-13.7% |
| Participant deferral / active EE | $5,400 | $3,051+77.0% | $4,257+26.9% | $4,297+25.7% |
| Admin fee / account holder | $1,889 | $5,237-63.9% | $6,414-70.5% | $6,935-72.8% |