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 8-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 | $44,635 | $102,616-56.5% | $81,983-45.6% | $158,922-71.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.2%+20.8pp | 82.0%+8.0pp |
| Annual return | 18.98% | 61.04%-42.1pp | 41.31%-22.3pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,292 | $3,240+1.6% | $2,498+31.8% | $4,761-30.9% |
| Participant deferral / active EE | $5,214 | $4,648+12.2% | $3,722+40.1% | $5,982-12.8% |
| Admin fee / account holder | $402 | $8,235-95.1% | $5,664-92.9% | $11,246-96.4% |