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 | $48,802 | $95,266-48.8% | $82,389-40.8% | $142,382-65.7% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.5%+24.6pp | 80.1%+14.0pp |
| Annual return | 17.62% | 25.74%-8.1pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,604 | $2,991-12.9% | $2,517+3.5% | $4,299-39.4% |
| Participant deferral / active EE | $3,017 | $4,809-37.3% | $4,155-27.4% | $6,507-53.6% |
| Admin fee / account holder | $8,854 | $8,563+3.4% | $7,231+22.5% | $12,624-29.9% |