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 | $26,192 | $109,881-76.2% | $150,045-82.5% | $84,808-69.1% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 44.69% | 28.25%+16.4pp | 62.55%-17.9pp | 40.90%+3.8pp |
| Employer contribution / active EE | $3,120 | $3,561-12.4% | $4,693-33.5% | $2,631+18.6% |
| Participant deferral / active EE | $5,935 | $6,636-10.6% | $7,997-25.8% | $4,212+40.9% |
| Admin fee / account holder | $3,297 | $8,568-61.5% | $13,435-75.5% | $7,344-55.1% |