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 | $34,221 | $74,927-54.3% | $101,794-66.4% | $84,808-59.6% |
| Participation rate | 97.2% | 61.4%+35.8pp | 69.2%+28.0pp | 68.3%+28.9pp |
| Annual return | 22.46% | 18.70%+3.8pp | 30.53%-8.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $3,487 | $1,522+129.1% | $2,289+52.3% | $2,631+32.5% |
| Participant deferral / active EE | $3,323 | $3,099+7.2% | $4,084-18.6% | $4,212-21.1% |
| Admin fee / account holder | $1,722 | $6,514-73.6% | $8,777-80.4% | $7,344-76.6% |