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 | $33,082 | $54,762-39.6% | $90,281-63.4% | $72,985-54.7% |
| Participation rate | 75.7% | 65.1%+10.5pp | 73.3%+2.4pp | 69.5%+6.2pp |
| Annual return | 41.44% | 30.63%+10.8pp | 78.10%-36.7pp | 81.00%-39.6pp |
| Employer contribution / active EE | $6,873 | $2,092+228.5% | $2,854+140.8% | $2,440+181.7% |
| Participant deferral / active EE | $6,987 | $2,887+142.0% | $3,885+79.8% | $3,607+93.7% |
| Admin fee / account holder | $1,457 | $3,972-63.3% | $5,351-72.8% | $5,124-71.6% |