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 | $34,186 | $81,460-58.0% | $103,333-66.9% | $80,856-57.7% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 14.56% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,195 | $3,105-29.3% | $3,868-43.3% | $2,755-20.3% |
| Participant deferral / active EE | $5,273 | $3,869+36.3% | $5,057+4.3% | $4,296+22.7% |
| Admin fee / account holder | $1,000 | $6,566-84.8% | $8,355-88.0% | $6,918-85.5% |