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 6-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 | $32,989 | $78,672-58.1% | $109,143-69.8% | $85,850-61.6% |
| Participation rate | 97.5% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.2pp |
| Annual return | 12.07% | 25.09%-13.0pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,744 | $2,735+0.3% | $3,722-26.3% | $2,565+7.0% |
| Participant deferral / active EE | $3,370 | $3,467-2.8% | $4,653-27.6% | $3,952-14.7% |
| Admin fee / account holder | $2,139 | $5,469-60.9% | $6,752-68.3% | $6,260-65.8% |