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 9-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 | $27,492 | $73,933-62.8% | $96,683-71.6% | $75,163-63.4% |
| Participation rate | 85.5% | 66.4%+19.0pp | 74.3%+11.1pp | 67.2%+18.3pp |
| Annual return | 17.09% | 26.70%-9.6pp | 35.69%-18.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,587 | $2,928-11.6% | $3,737-30.8% | $2,670-3.1% |
| Participant deferral / active EE | $4,673 | $3,659+27.7% | $4,878-4.2% | $4,125+13.3% |
| Admin fee / account holder | $8,707 | $5,216+66.9% | $6,730+29.4% | $5,651+54.1% |