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 | $59,060 | $77,503-23.8% | $100,391-41.2% | $80,856-27.0% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.6%+26.6pp |
| Annual return | 12.59% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,974 | $2,801-29.5% | $3,942-49.9% | $2,755-28.3% |
| Participant deferral / active EE | $7,613 | $6,820+11.6% | $8,082-5.8% | $4,296+77.2% |
| Admin fee / account holder | $3,325 | $5,897-43.6% | $7,899-57.9% | $6,918-51.9% |