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 4-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 | $34,328 | $80,717-57.5% | $154,803-77.8% | $84,808-59.5% |
| Participation rate | 82.5% | 66.8%+15.7pp | 78.1%+4.4pp | 68.3%+14.2pp |
| Annual return | 33.53% | 37.96%-4.4pp | 58.88%-25.3pp | 40.90%-7.4pp |
| Employer contribution / active EE | $3,245 | $2,761+17.5% | $4,305-24.6% | $2,631+23.4% |
| Participant deferral / active EE | $6,421 | $3,303+94.4% | $5,540+15.9% | $4,212+52.5% |
| Admin fee / account holder | $742 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |