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 | $111,565 | $76,670+45.5% | $96,683+15.4% | $71,457+56.1% |
| Participation rate | 96.2% | 66.6%+29.6pp | 74.3%+21.8pp | 67.9%+28.2pp |
| Annual return | 35.48% | 48.29%-12.8pp | 35.69%-0.2pp | 28.85%+6.6pp |
| Employer contribution / active EE | $2,866 | $3,031-5.5% | $3,737-23.3% | $2,588+10.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $760 | $2,028-62.5% | $6,730-88.7% | $1,587-52.1% |