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 | $27,415 | $68,547-60.0% | $120,354-77.2% | $80,856-66.1% |
| Participation rate | 92.6% | 61.6%+31.0pp | 71.9%+20.7pp | 67.6%+25.0pp |
| Annual return | 21.80% | 23.60%-1.8pp | 107.15%-85.3pp | 35.59%-13.8pp |
| Employer contribution / active EE | $2,600 | $2,051+26.7% | $3,463-24.9% | $2,755-5.6% |
| Participant deferral / active EE | $4,353 | $3,173+37.2% | $4,991-12.8% | $4,296+1.3% |
| Admin fee / account holder | $314 | $5,732-94.5% | $9,423-96.7% | $6,918-95.5% |