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 | $48,310 | $127,065-62.0% | $113,168-57.3% | $142,382-66.1% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 18.41% | 24.03%-5.6pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,513 | $3,442+2.1% | $2,975+18.1% | $4,299-18.3% |
| Participant deferral / active EE | $7,037 | $5,716+23.1% | $5,107+37.8% | $6,507+8.1% |
| Admin fee / account holder | $3,394 | $15,736-78.4% | $12,068-71.9% | $12,624-73.1% |