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 | $48,660 | $83,477-41.7% | $125,175-61.1% | $72,985-33.3% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 41.24% | 25.78%+15.5pp | 43.79%-2.6pp | 81.00%-39.8pp |
| Employer contribution / active EE | $4,706 | $2,345+100.7% | $3,865+21.7% | $2,440+92.9% |
| Participant deferral / active EE | $10,821 | $3,585+201.8% | $4,937+119.2% | $3,607+200.0% |
| Admin fee / account holder | $2,873 | $5,517-47.9% | $9,702-70.4% | $5,124-43.9% |