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 | $37,786 | $72,492-47.9% | $87,100-56.6% | $72,985-48.2% |
| Participation rate | 79.1% | 72.8%+6.3pp | 76.9%+2.3pp | 69.5%+9.6pp |
| Annual return | 77.63% | 24.46%+53.2pp | 28.19%+49.4pp | 81.00%-3.4pp |
| Employer contribution / active EE | $585 | $1,894-69.1% | $2,521-76.8% | $2,440-76.0% |
| Participant deferral / active EE | $4,974 | $3,270+52.1% | $4,049+22.8% | $3,607+37.9% |
| Admin fee / account holder | $5,621 | $5,055+11.2% | $7,497-25.0% | $5,124+9.7% |