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 | $43,837 | $74,927-41.5% | $101,794-56.9% | $84,808-48.3% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.2%+7.7pp | 68.3%+8.6pp |
| Annual return | 17.72% | 18.70%-1.0pp | 30.53%-12.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,057 | $1,522+166.6% | $2,289+77.2% | $2,631+54.2% |
| Participant deferral / active EE | $3,882 | $3,099+25.3% | $4,084-4.9% | $4,212-7.8% |
| Admin fee / account holder | $954 | $6,514-85.4% | $8,777-89.1% | $7,344-87.0% |