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 | $28,554 | $72,071-60.4% | $68,368-58.2% | $137,256-79.2% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 18.44% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,399 | $2,788-49.8% | $2,649-47.2% | $4,156-66.3% |
| Participant deferral / active EE | $5,635 | $4,410+27.8% | $4,123+36.7% | $6,407-12.1% |
| Admin fee / account holder | $402 | $5,336-92.5% | $5,150-92.2% | $12,270-96.7% |