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 5-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 | $15,234 | $57,590-73.5% | $86,233-82.3% | $82,448-81.5% |
| Participation rate | 79.3% | 57.9%+21.4pp | 69.0%+10.3pp | 68.1%+11.2pp |
| Annual return | 21.70% | 22.41%-0.7pp | 61.39%-39.7pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,675 | $1,655+1.2% | $2,504-33.1% | $2,551-34.3% |
| Participant deferral / active EE | $3,141 | $3,080+2.0% | $4,559-31.1% | $4,139-24.1% |
| Admin fee / account holder | $1,070 | $4,730-77.4% | $8,342-87.2% | $7,234-85.2% |