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 | $32,754 | $72,277-54.7% | $101,248-67.7% | $79,858-59.0% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 20.27% | 22.30%-2.0pp | 46.47%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,529 | $2,692-6.0% | $3,660-30.9% | $2,471+2.4% |
| Participant deferral / active EE | $6,479 | $3,282+97.4% | $4,370+48.3% | $3,740+73.2% |
| Admin fee / account holder | $495 | $4,400-88.7% | $5,945-91.7% | $5,306-90.7% |