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 | $43,686 | $80,717-45.9% | $154,803-71.8% | $84,808-48.5% |
| Participation rate | 86.0% | 66.8%+19.2pp | 78.1%+8.0pp | 68.3%+17.7pp |
| Annual return | 14.74% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,459 | $2,761+25.3% | $4,305-19.7% | $2,631+31.5% |
| Participant deferral / active EE | $1,407 | $3,303-57.4% | $5,540-74.6% | $4,212-66.6% |
| Admin fee / account holder | $1,114 | $6,746-83.5% | $14,329-92.2% | $7,344-84.8% |