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 | $32,254 | $74,927-57.0% | $101,794-68.3% | $84,808-62.0% |
| Participation rate | 77.2% | 61.4%+15.8pp | 69.2%+8.0pp | 68.3%+8.9pp |
| Annual return | 17.22% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,576 | $1,522+135.0% | $2,289+56.3% | $2,631+35.9% |
| Participant deferral / active EE | $7,287 | $3,099+135.1% | $4,084+78.4% | $4,212+73.0% |
| Admin fee / account holder | $11,788 | $6,514+81.0% | $8,777+34.3% | $7,344+60.5% |