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 | $24,846 | $61,605-59.7% | $112,229-77.9% | $75,163-66.9% |
| Participation rate | 96.4% | 61.7%+34.7pp | 72.4%+23.9pp | 67.2%+29.2pp |
| Annual return | 26.16% | 28.47%-2.3pp | 30.20%-4.0pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,184 | $2,015+8.4% | $3,430-36.3% | $2,670-18.2% |
| Participant deferral / active EE | $4,214 | $3,108+35.6% | $4,798-12.2% | $4,125+2.2% |
| Admin fee / account holder | $566 | $4,862-88.4% | $7,748-92.7% | $5,651-90.0% |