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 | $18,970 | $60,022-68.4% | $88,946-78.7% | $84,808-77.6% |
| Participation rate | 92.2% | 57.8%+34.3pp | 68.8%+23.3pp | 68.3%+23.8pp |
| Annual return | 20.80% | 22.43%-1.6pp | 57.82%-37.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,773 | $1,703+4.1% | $2,555-30.6% | $2,631-32.6% |
| Participant deferral / active EE | $3,179 | $3,114+2.1% | $4,581-30.6% | $4,212-24.5% |
| Admin fee / account holder | $1,140 | $4,811-76.3% | $8,261-86.2% | $7,344-84.5% |