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 | $53,330 | $62,573-14.8% | $85,682-37.8% | $85,850-37.9% |
| Participation rate | 89.7% | 61.1%+28.5pp | 69.9%+19.8pp | 69.3%+20.3pp |
| Annual return | 11.85% | 23.77%-11.9pp | 21.49%-9.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,328 | $1,757-24.4% | $2,618-49.3% | $2,565-48.2% |
| Participant deferral / active EE | $5,049 | $2,802+80.2% | $3,923+28.7% | $3,952+27.8% |
| Admin fee / account holder | $30,759 | $4,640+562.9% | $6,873+347.5% | $6,260+391.4% |