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 | $56,032 | $60,022-6.6% | $88,946-37.0% | $84,808-33.9% |
| Participation rate | 72.2% | 57.8%+14.4pp | 68.8%+3.4pp | 68.3%+3.9pp |
| Annual return | 17.27% | 22.43%-5.2pp | 57.82%-40.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,719 | $1,703+59.7% | $2,555+6.4% | $2,631+3.3% |
| Participant deferral / active EE | $3,371 | $3,114+8.3% | $4,581-26.4% | $4,212-20.0% |
| Admin fee / account holder | $509 | $4,811-89.4% | $8,261-93.8% | $7,344-93.1% |