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 9-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 | $31,967 | $73,933-56.8% | $96,683-66.9% | $75,163-57.5% |
| Participation rate | 75.0% | 66.4%+8.6pp | 74.3%+0.7pp | 67.2%+7.8pp |
| Annual return | 16.69% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,755 | $2,928-5.9% | $3,737-26.3% | $2,670+3.2% |
| Participant deferral / active EE | $3,619 | $3,659-1.1% | $4,878-25.8% | $4,125-12.3% |
| Admin fee / account holder | $2,028 | $5,216-61.1% | $6,730-69.9% | $5,651-64.1% |