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 | $45,706 | $77,503-41.0% | $100,391-54.5% | $80,856-43.5% |
| Participation rate | 98.1% | 76.9%+21.1pp | 81.5%+16.6pp | 67.6%+30.4pp |
| Annual return | 23.37% | 37.20%-13.8pp | 49.20%-25.8pp | 35.59%-12.2pp |
| Employer contribution / active EE | $3,299 | $2,801+17.8% | $3,942-16.3% | $2,755+19.7% |
| Participant deferral / active EE | $6,815 | $6,820-0.1% | $8,082-15.7% | $4,296+58.6% |
| Admin fee / account holder | $1,460 | $5,897-75.2% | $7,899-81.5% | $6,918-78.9% |