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 | $48,982 | $80,717-39.3% | $154,803-68.4% | $84,808-42.2% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 14.43% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,580 | $2,761+29.6% | $4,305-16.9% | $2,631+36.1% |
| Participant deferral / active EE | $2,384 | $3,303-27.8% | $5,540-57.0% | $4,212-43.4% |
| Admin fee / account holder | $2,986 | $6,746-55.7% | $14,329-79.2% | $7,344-59.3% |