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 | $24,520 | $127,065-80.7% | $113,168-78.3% | $142,382-82.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 18.36% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,753 | $3,442-49.1% | $2,975-41.1% | $4,299-59.2% |
| Participant deferral / active EE | $2,582 | $5,716-54.8% | $5,107-49.4% | $6,507-60.3% |
| Admin fee / account holder | $525 | $15,736-96.7% | $12,068-95.7% | $12,624-95.8% |