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 7-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 | $28,588 | $109,881-74.0% | $150,045-80.9% | $84,808-66.3% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 18.45% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,661 | $3,561-25.3% | $4,693-43.3% | $2,631+1.1% |
| Participant deferral / active EE | $4,566 | $6,636-31.2% | $7,997-42.9% | $4,212+8.4% |
| Admin fee / account holder | $824 | $8,568-90.4% | $13,435-93.9% | $7,344-88.8% |