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 | $44,557 | $89,753-50.4% | $107,525-58.6% | $84,808-47.5% |
| Participation rate | 85.2% | 68.1%+17.1pp | 75.1%+10.1pp | 68.3%+16.9pp |
| Annual return | 18.58% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,708 | $3,113-13.0% | $3,754-27.9% | $2,631+2.9% |
| Participant deferral / active EE | $3,931 | $4,056-3.1% | $5,116-23.2% | $4,212-6.7% |
| Admin fee / account holder | $622 | $7,222-91.4% | $8,919-93.0% | $7,344-91.5% |