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 | $37,308 | $80,717-53.8% | $154,803-75.9% | $84,808-56.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 14.12% | 37.96%-23.8pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,281 | $2,761-53.6% | $4,305-70.3% | $2,631-51.3% |
| Participant deferral / active EE | $2,353 | $3,303-28.8% | $5,540-57.5% | $4,212-44.1% |
| Admin fee / account holder | $631 | $6,746-90.6% | $14,329-95.6% | $7,344-91.4% |