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 | $32,603 | $86,286-62.2% | $111,297-70.7% | $85,850-62.0% |
| Participation rate | 90.9% | 73.3%+17.6pp | 77.3%+13.6pp | 69.3%+21.6pp |
| Annual return | 18.05% | 19.99%-1.9pp | 54.65%-36.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,676 | $2,043-18.0% | $2,731-38.6% | $2,565-34.7% |
| Participant deferral / active EE | $6,003 | $3,641+64.9% | $4,487+33.8% | $3,952+51.9% |
| Admin fee / account holder | $3,381 | $8,188-58.7% | $7,964-57.5% | $6,260-46.0% |