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 | $64,599 | $65,395-1.2% | $182,532-64.6% | $72,985-11.5% |
| Participation rate | 93.4% | 65.4%+28.0pp | 78.0%+15.5pp | 69.5%+24.0pp |
| Annual return | 27.57% | 27.68%-0.1pp | 148.54%-121.0pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,183 | $1,911-38.1% | $4,076-71.0% | $2,440-51.5% |
| Participant deferral / active EE | $5,302 | $3,563+48.8% | $5,524-4.0% | $3,607+47.0% |
| Admin fee / account holder | $2,438 | $4,245-42.6% | $8,592-71.6% | $5,124-52.4% |