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 | $22,345 | $60,892-63.3% | $82,389-72.9% | $84,808-73.7% |
| Participation rate | 82.5% | 63.3%+19.2pp | 69.5%+12.9pp | 68.3%+14.1pp |
| Annual return | 20.18% | 37.29%-17.1pp | 28.67%-8.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $3,205 | $1,779+80.1% | $2,517+27.3% | $2,631+21.8% |
| Participant deferral / active EE | $4,391 | $3,179+38.1% | $4,155+5.7% | $4,212+4.3% |
| Admin fee / account holder | $1,988 | $5,467-63.6% | $7,231-72.5% | $7,344-72.9% |