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 | $47,578 | $64,705-26.5% | $62,929-24.4% | $67,986-30.0% |
| Participation rate | 97.0% | 65.6%+31.4pp | 73.1%+23.9pp | 57.2%+39.8pp |
| Annual return | 19.17% | 20.31%-1.1pp | 1063.93%-1044.8pp | 31.67%-12.5pp |
| Employer contribution / active EE | $2,409 | $2,376+1.4% | $2,505-3.8% | $2,019+19.3% |
| Participant deferral / active EE | $5,680 | $3,198+77.6% | $3,888+46.1% | $3,358+69.1% |
| Admin fee / account holder | $3,247 | $1,428+127.4% | $5,065-35.9% | $3,203+1.4% |