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 6-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 | $34,169 | $106,749-68.0% | $145,433-76.5% | $82,448-58.6% |
| Participation rate | 88.4% | 75.6%+12.7pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 17.35% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,148 | $3,444-37.6% | $4,554-52.8% | $2,551-15.8% |
| Participant deferral / active EE | $5,203 | $6,519-20.2% | $7,897-34.1% | $4,139+25.7% |
| Admin fee / account holder | $4,001 | $8,390-52.3% | $13,129-69.5% | $7,234-44.7% |