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 | $33,786 | $87,733-61.5% | $106,548-68.3% | $85,850-60.6% |
| Participation rate | 76.5% | 71.9%+4.5pp | 76.1%+0.3pp | 69.3%+7.2pp |
| Annual return | 15.00% | 21.86%-6.9pp | 26.80%-11.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,130 | $2,073+2.8% | $2,819-24.4% | $2,565-16.9% |
| Participant deferral / active EE | $4,151 | $3,469+19.7% | $4,398-5.6% | $3,952+5.0% |
| Admin fee / account holder | $2,725 | $6,767-59.7% | $7,407-63.2% | $6,260-56.5% |