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 | $26,111 | $93,571-72.1% | $135,903-80.8% | $75,163-65.3% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 32.86% | 30.90%+2.0pp | 68.23%-35.4pp | 160.62%-127.8pp |
| Employer contribution / active EE | $3,496 | $3,537-1.2% | $4,856-28.0% | $2,670+30.9% |
| Participant deferral / active EE | $7,871 | $6,404+22.9% | $7,758+1.5% | $4,125+90.8% |
| Admin fee / account holder | $1,296 | $6,975-81.4% | $10,762-88.0% | $5,651-77.1% |