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 7-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 | $73,489 | $72,277+1.7% | $101,248-27.4% | $79,858-8.0% |
| Participation rate | 93.5% | 68.5%+25.1pp | 75.8%+17.7pp | 69.6%+23.9pp |
| Annual return | 13.48% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,757 | $2,692-34.7% | $3,660-52.0% | $2,471-28.9% |
| Participant deferral / active EE | $4,531 | $3,282+38.1% | $4,370+3.7% | $3,740+21.1% |
| Admin fee / account holder | $4,226 | $4,400-4.0% | $5,945-28.9% | $5,306-20.4% |