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 | $31,701 | $57,541-44.9% | $95,745-66.9% | $75,163-57.8% |
| Participation rate | 81.0% | 62.5%+18.4pp | 72.3%+8.7pp | 67.2%+13.8pp |
| Annual return | 23.88% | 34.93%-11.1pp | 28.35%-4.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $1,518 | $1,808-16.0% | $2,835-46.4% | $2,670-43.1% |
| Participant deferral / active EE | $9,031 | $3,074+193.8% | $4,245+112.8% | $4,125+118.9% |
| Admin fee / account holder | $2,217 | $4,099-45.9% | $5,678-60.9% | $5,651-60.8% |