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 | $42,041 | $86,944-51.6% | $107,525-60.9% | $74,304-43.4% |
| Participation rate | 74.2% | 59.6%+14.7pp | 75.1%-0.8pp | 60.3%+13.9pp |
| Annual return | 17.27% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,290 | $2,757-53.2% | $3,754-65.6% | $2,241-42.4% |
| Participant deferral / active EE | $3,550 | $3,554-0.1% | $5,116-30.6% | $3,767-5.8% |
| Admin fee / account holder | $4,797 | $3,727+28.7% | $8,919-46.2% | $2,969+61.6% |