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 | $38,595 | $109,881-64.9% | $150,045-74.3% | $84,808-54.5% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 18.04% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,715 | $3,561-51.8% | $4,693-63.5% | $2,631-34.8% |
| Participant deferral / active EE | $14,350 | $6,636+116.2% | $7,997+79.4% | $4,212+240.7% |
| Admin fee / account holder | $7,724 | $8,568-9.8% | $13,435-42.5% | $7,344+5.2% |