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 | $39,937 | $56,199-28.9% | $67,652-41.0% | $59,632-33.0% |
| Participation rate | 82.3% | 71.5%+10.8pp | 75.7%+6.6pp | 68.7%+13.6pp |
| Annual return | 2.73% | 18505.31%-18502.6pp | 6625.04%-6622.3pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $2,280 | $1,614+41.2% | $2,266+0.6% | $2,203+3.5% |
| Participant deferral / active EE | $3,678 | $2,844+29.3% | $3,560+3.3% | $3,192+15.2% |
| Admin fee / account holder | $531 | $3,958-86.6% | $4,821-89.0% | $4,297-87.6% |