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 | $59,033 | $64,307-8.2% | $57,343+2.9% | $125,391-52.9% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.1%+9.5pp | 83.2%+1.4pp |
| Annual return | 0.58% | 25.12%-24.5pp | 24.39%-23.8pp | 282.22%-281.6pp |
| Employer contribution / active EE | $7,349 | $3,193+130.2% | $2,689+173.3% | $4,866+51.0% |
| Participant deferral / active EE | $7,018 | $3,848+82.4% | $3,162+121.9% | $5,352+31.1% |
| Admin fee / account holder | $2,563 | $5,242-51.1% | $3,356-23.6% | $9,540-73.1% |