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 | $32,390 | $89,753-63.9% | $107,525-69.9% | $84,808-61.8% |
| Participation rate | 97.6% | 68.1%+29.5pp | 75.1%+22.5pp | 68.3%+29.2pp |
| Annual return | 16.99% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,207 | $3,113+3.0% | $3,754-14.6% | $2,631+21.9% |
| Participant deferral / active EE | $7,278 | $4,056+79.4% | $5,116+42.3% | $4,212+72.8% |
| Admin fee / account holder | $4,431 | $7,222-38.6% | $8,919-50.3% | $7,344-39.7% |