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 | $50,127 | $58,208-13.9% | $81,812-38.7% | $80,856-38.0% |
| Participation rate | 76.5% | 63.4%+13.1pp | 72.3%+4.1pp | 67.6%+8.8pp |
| Annual return | 14.29% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,785 | $2,340+104.5% | $2,912+64.3% | $2,755+73.7% |
| Participant deferral / active EE | $2,973 | $3,281-9.4% | $4,319-31.2% | $4,296-30.8% |
| Admin fee / account holder | $4,355 | $4,981-12.6% | $7,386-41.0% | $6,918-37.0% |