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 | $26,080 | $93,571-72.1% | $135,903-80.8% | $75,163-65.3% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 28.24% | 30.90%-2.7pp | 68.23%-40.0pp | 160.62%-132.4pp |
| Employer contribution / active EE | $4,184 | $3,537+18.3% | $4,856-13.8% | $2,670+56.7% |
| Participant deferral / active EE | $5,841 | $6,404-8.8% | $7,758-24.7% | $4,125+41.6% |
| Admin fee / account holder | $1,531 | $6,975-78.1% | $10,762-85.8% | $5,651-72.9% |