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 10-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 | $54,150 | $86,332-37.3% | $125,175-56.7% | $65,185-16.9% |
| Participation rate | 99.0% | 75.3%+23.7pp | 79.8%+19.2pp | 70.2%+28.8pp |
| Annual return | 23.14% | 27.43%-4.3pp | 43.79%-20.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,196 | $2,040+7.7% | $3,865-43.2% | $2,177+0.9% |
| Participant deferral / active EE | $3,445 | $3,537-2.6% | $4,937-30.2% | $3,514-2.0% |
| Admin fee / account holder | $878 | $609+44.1% | $9,702-91.0% | $847+3.6% |