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 9-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 | $42,891 | $115,882-63.0% | $100,516-57.3% | $158,922-73.0% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.4%+14.3pp | 82.0%+11.8pp |
| Annual return | 18.62% | 34.79%-16.2pp | 30.89%-12.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $4,773 | $4,103+16.3% | $3,418+39.7% | $4,761+0.3% |
| Participant deferral / active EE | $7,672 | $6,674+15.0% | $6,270+22.4% | $5,982+28.3% |
| Admin fee / account holder | $1,801 | $10,995-83.6% | $8,081-77.7% | $11,246-84.0% |