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 8-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 | $40,952 | $95,803-57.3% | $113,168-63.8% | $84,808-51.7% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 13.94% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,157 | $2,360-8.6% | $2,975-27.5% | $2,631-18.0% |
| Participant deferral / active EE | $6,710 | $4,242+58.2% | $5,107+31.4% | $4,212+59.3% |
| Admin fee / account holder | $336 | $8,989-96.3% | $12,068-97.2% | $7,344-95.4% |