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 8-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 | $30,802 | $89,355-65.5% | $141,162-78.2% | $72,985-57.8% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.2pp | 69.5%+19.2pp |
| Annual return | 20.10% | 111.85%-91.7pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,893 | $3,114-39.2% | $4,735-60.0% | $2,440-22.4% |
| Participant deferral / active EE | $3,653 | $5,418-32.6% | $6,709-45.6% | $3,607+1.3% |
| Admin fee / account holder | $1,049 | $5,958-82.4% | $10,261-89.8% | $5,124-79.5% |