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 | $14,828 | $42,383-65.0% | $76,523-80.6% | $64,186-76.9% |
| Participation rate | 95.6% | 58.1%+37.4pp | 68.0%+27.6pp | 69.6%+26.0pp |
| Annual return | 22.35% | -16.54%+38.9pp | -0.27%+22.6pp | 7.63%+14.7pp |
| Employer contribution / active EE | $1,668 | $1,563+6.7% | $2,647-37.0% | $2,381-29.9% |
| Participant deferral / active EE | $3,365 | $2,566+31.1% | $3,835-12.3% | $3,470-3.0% |
| Admin fee / account holder | $2,564 | $3,198-19.8% | $4,848-47.1% | $4,888-47.5% |