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 6-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 | $46,686 | $57,590-18.9% | $86,233-45.9% | $82,448-43.4% |
| Participation rate | 84.8% | 57.9%+26.9pp | 69.0%+15.8pp | 68.1%+16.7pp |
| Annual return | 17.43% | 22.41%-5.0pp | 61.39%-44.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,922 | $1,655+137.0% | $2,504+56.6% | $2,551+53.8% |
| Participant deferral / active EE | $7,030 | $3,080+128.3% | $4,559+54.2% | $4,139+69.8% |
| Admin fee / account holder | $8,530 | $4,730+80.3% | $8,342+2.3% | $7,234+17.9% |