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 | $48,171 | $73,933-34.8% | $96,683-50.2% | $75,163-35.9% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.5pp | 67.2%+30.6pp |
| Annual return | 20.80% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,112 | $2,928+6.3% | $3,737-16.7% | $2,670+16.6% |
| Participant deferral / active EE | $8,422 | $3,659+130.2% | $4,878+72.7% | $4,125+104.2% |
| Admin fee / account holder | $6,418 | $5,216+23.0% | $6,730-4.6% | $5,651+13.6% |