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 6-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 | $30,766 | $109,881-72.0% | $150,045-79.5% | $84,808-63.7% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 38.98% | 28.25%+10.7pp | 62.55%-23.6pp | 40.90%-1.9pp |
| Employer contribution / active EE | $2,224 | $3,561-37.6% | $4,693-52.6% | $2,631-15.5% |
| Participant deferral / active EE | $8,341 | $6,636+25.7% | $7,997+4.3% | $4,212+98.1% |
| Admin fee / account holder | $7,745 | $8,568-9.6% | $13,435-42.3% | $7,344+5.5% |