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 | $63,494 | $78,672-19.3% | $109,143-41.8% | $85,850-26.0% |
| Participation rate | 88.1% | 68.3%+19.8pp | 75.9%+12.2pp | 69.3%+18.7pp |
| Annual return | 13.91% | 25.09%-11.2pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,271 | $2,735-16.9% | $3,722-39.0% | $2,565-11.4% |
| Participant deferral / active EE | $4,277 | $3,467+23.4% | $4,653-8.1% | $3,952+8.2% |
| Admin fee / account holder | $4,284 | $5,469-21.7% | $6,752-36.6% | $6,260-31.6% |