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 | $30,759 | $81,947-62.5% | $105,387-70.8% | $72,985-57.9% |
| Participation rate | 96.8% | 76.5%+20.2pp | 82.6%+14.2pp | 69.5%+27.3pp |
| Annual return | 27.33% | 42.90%-15.6pp | 26.82%+0.5pp | 81.00%-53.7pp |
| Employer contribution / active EE | $3,687 | $3,468+6.3% | $4,213-12.5% | $2,440+51.1% |
| Participant deferral / active EE | $5,170 | $4,494+15.0% | $5,502-6.0% | $3,607+43.3% |
| Admin fee / account holder | $844 | $6,258-86.5% | $6,559-87.1% | $5,124-83.5% |