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 | $70,593 | $89,355-21.0% | $141,162-50.0% | $72,985-3.3% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.1pp | 69.5%+22.1pp |
| Annual return | 23.77% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,461 | $3,114-21.0% | $4,735-48.0% | $2,440+0.9% |
| Participant deferral / active EE | $5,848 | $5,418+7.9% | $6,709-12.8% | $3,607+62.1% |
| Admin fee / account holder | $5,976 | $5,958+0.3% | $10,261-41.8% | $5,124+16.6% |