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 7-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 | $55,997 | $102,245-45.2% | $89,340-37.3% | $137,256-59.2% |
| Participation rate | 85.0% | 74.9%+10.1pp | 69.6%+15.4pp | 80.0%+5.0pp |
| Annual return | 16.76% | 21.89%-5.1pp | 20.57%-3.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,943 | $2,529+16.3% | $2,231+31.9% | $4,156-29.2% |
| Participant deferral / active EE | $6,985 | $4,436+57.4% | $3,823+82.7% | $6,407+9.0% |
| Admin fee / account holder | $8,406 | $8,085+4.0% | $6,704+25.4% | $12,270-31.5% |