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 8-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 | $65,411 | $80,717-19.0% | $154,803-57.7% | $84,808-22.9% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 17.63% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,450 | $2,761+61.2% | $4,305+3.4% | $2,631+69.1% |
| Participant deferral / active EE | $9,200 | $3,303+178.5% | $5,540+66.0% | $4,212+118.4% |
| Admin fee / account holder | $656 | $6,746-90.3% | $14,329-95.4% | $7,344-91.1% |