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 | $47,851 | $81,248-41.1% | $155,509-69.2% | $80,856-40.8% |
| Participation rate | 87.9% | 66.2%+21.6pp | 78.2%+9.7pp | 67.6%+20.2pp |
| Annual return | 12.26% | 33.31%-21.0pp | 64.67%-52.4pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,116 | $3,100+0.5% | $4,672-33.3% | $2,755+13.1% |
| Participant deferral / active EE | $6,554 | $3,452+89.9% | $5,626+16.5% | $4,296+52.6% |
| Admin fee / account holder | $5,813 | $7,997-27.3% | $15,912-63.5% | $6,918-16.0% |