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 | $36,055 | $70,428-48.8% | $96,562-62.7% | $85,850-58.0% |
| Participation rate | 72.3% | 61.8%+10.5pp | 69.8%+2.5pp | 69.3%+3.0pp |
| Annual return | 15.04% | 18.59%-3.5pp | 37.78%-22.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,464 | $1,413+3.6% | $2,356-37.9% | $2,565-42.9% |
| Participant deferral / active EE | $4,051 | $2,894+40.0% | $3,849+5.3% | $3,952+2.5% |
| Admin fee / account holder | $1,744 | $4,997-65.1% | $6,181-71.8% | $6,260-72.1% |