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 | $49,875 | $72,277-31.0% | $101,248-50.7% | $79,858-37.5% |
| Participation rate | 88.6% | 68.5%+20.1pp | 75.8%+12.8pp | 69.6%+18.9pp |
| Annual return | 18.76% | 22.30%-3.5pp | 46.47%-27.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,878 | $2,692-30.2% | $3,660-48.7% | $2,471-24.0% |
| Participant deferral / active EE | $5,417 | $3,282+65.1% | $4,370+24.0% | $3,740+44.8% |
| Admin fee / account holder | $2,267 | $4,400-48.5% | $5,945-61.9% | $5,306-57.3% |