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 3-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 | $30,584 | $81,460-62.5% | $103,333-70.4% | $80,856-62.2% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 24.90% | 25.55%-0.6pp | 24.88%0pp | 35.59%-10.7pp |
| Employer contribution / active EE | $2,056 | $3,105-33.8% | $3,868-46.9% | $2,755-25.4% |
| Participant deferral / active EE | $5,602 | $3,869+44.8% | $5,057+10.8% | $4,296+30.4% |
| Admin fee / account holder | $1,276 | $6,566-80.6% | $8,355-84.7% | $6,918-81.6% |