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 | $40,203 | $80,717-50.2% | $154,803-74.0% | $84,808-52.6% |
| Participation rate | 77.1% | 66.8%+10.3pp | 78.1%-1.0pp | 68.3%+8.8pp |
| Annual return | 13.29% | 37.96%-24.7pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,653 | $2,761-40.1% | $4,305-61.6% | $2,631-37.2% |
| Participant deferral / active EE | $2,831 | $3,303-14.3% | $5,540-48.9% | $4,212-32.8% |
| Admin fee / account holder | $3,502 | $6,746-48.1% | $14,329-75.6% | $7,344-52.3% |