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 8-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 | $26,672 | $109,881-75.7% | $150,045-82.2% | $84,808-68.5% |
| Participation rate | 97.4% | 76.1%+21.4pp | 82.3%+15.1pp | 68.3%+29.1pp |
| Annual return | 32.85% | 28.25%+4.6pp | 62.55%-29.7pp | 40.90%-8.1pp |
| Employer contribution / active EE | $2,041 | $3,561-42.7% | $4,693-56.5% | $2,631-22.4% |
| Participant deferral / active EE | $5,033 | $6,636-24.2% | $7,997-37.1% | $4,212+19.5% |
| Admin fee / account holder | $1,501 | $8,568-82.5% | $13,435-88.8% | $7,344-79.6% |