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 5-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 | $30,877 | $87,013-64.5% | $106,213-70.9% | $80,856-61.8% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.6%+15.7pp |
| Annual return | 16.69% | 17.05%-0.4pp | 116.14%-99.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,375 | $2,395-0.8% | $3,171-25.1% | $2,755-13.8% |
| Participant deferral / active EE | $6,049 | $3,986+51.8% | $5,016+20.6% | $4,296+40.8% |
| Admin fee / account holder | $2,084 | $8,431-75.3% | $11,033-81.1% | $6,918-69.9% |