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 | $29,975 | $127,065-76.4% | $113,168-73.5% | $142,382-78.9% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 21.92% | 24.03%-2.1pp | 24.27%-2.3pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,852 | $3,442-46.2% | $2,975-37.8% | $4,299-56.9% |
| Participant deferral / active EE | $5,224 | $5,716-8.6% | $5,107+2.3% | $6,507-19.7% |
| Admin fee / account holder | $402 | $15,736-97.4% | $12,068-96.7% | $12,624-96.8% |