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 | $25,496 | $54,726-53.4% | $68,793-62.9% | $64,186-60.3% |
| Participation rate | 95.2% | 68.0%+27.2pp | 72.2%+23.0pp | 69.6%+25.7pp |
| Annual return | 178.38% | -1.62%+180.0pp | -4.63%+183.0pp | 7.63%+170.7pp |
| Employer contribution / active EE | $2,242 | $1,846+21.5% | $2,625-14.6% | $2,381-5.8% |
| Participant deferral / active EE | $3,827 | $2,626+45.7% | $3,311+15.6% | $3,470+10.3% |
| Admin fee / account holder | $1,041 | $4,027-74.1% | $5,131-79.7% | $4,888-78.7% |