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 | $27,998 | $76,367-63.3% | $93,606-70.1% | $72,985-61.6% |
| Participation rate | 86.8% | 71.7%+15.1pp | 75.8%+11.0pp | 69.5%+17.4pp |
| Annual return | 23.07% | 25.82%-2.7pp | 32.76%-9.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,043 | $2,275-10.2% | $2,718-24.8% | $2,440-16.3% |
| Participant deferral / active EE | $3,674 | $3,538+3.8% | $4,069-9.7% | $3,607+1.8% |
| Admin fee / account holder | $1,191 | $6,838-82.6% | $7,888-84.9% | $5,124-76.8% |