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 | $14,230 | $42,383-66.4% | $76,523-81.4% | $64,186-77.8% |
| Participation rate | 70.8% | 58.1%+12.7pp | 68.0%+2.8pp | 69.6%+1.3pp |
| Annual return | 17.97% | -16.54%+34.5pp | -0.27%+18.2pp | 7.63%+10.3pp |
| Employer contribution / active EE | $1,956 | $1,563+25.1% | $2,647-26.1% | $2,381-17.8% |
| Participant deferral / active EE | $3,459 | $2,566+34.8% | $3,835-9.8% | $3,470-0.3% |
| Admin fee / account holder | $10,721 | $3,198+235.3% | $4,848+121.1% | $4,888+119.3% |