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 | $44,876 | $81,446-44.9% | $103,374-56.6% | $80,874-44.5% |
| Participation rate | 97.4% | 66.9%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 13.52% | 25.57%-12.0pp | 24.89%-11.4pp | 35.62%-22.1pp |
| Employer contribution / active EE | $4,451 | $3,107+43.2% | $3,869+15.0% | $2,756+61.5% |
| Participant deferral / active EE | $3,512 | $3,870-9.3% | $5,058-30.6% | $4,297-18.3% |
| Admin fee / account holder | $4,811 | $6,715-28.4% | $8,394-42.7% | $6,935-30.6% |