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 4-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 | $27,085 | $109,881-75.4% | $150,045-81.9% | $84,808-68.1% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 23.45% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,380 | $3,561-33.2% | $4,693-49.3% | $2,631-9.5% |
| Participant deferral / active EE | $5,741 | $6,636-13.5% | $7,997-28.2% | $4,212+36.3% |
| Admin fee / account holder | $1,148 | $8,568-86.6% | $13,435-91.5% | $7,344-84.4% |