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 10-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 | $26,687 | $109,881-75.7% | $150,045-82.2% | $84,808-68.5% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 16.16% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,862 | $3,561+8.5% | $4,693-17.7% | $2,631+46.8% |
| Participant deferral / active EE | $4,790 | $6,636-27.8% | $7,997-40.1% | $4,212+13.7% |
| Admin fee / account holder | $972 | $8,568-88.7% | $13,435-92.8% | $7,344-86.8% |