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 9-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 | $32,130 | $72,492-55.7% | $87,100-63.1% | $72,985-56.0% |
| Participation rate | 80.6% | 72.8%+7.7pp | 76.9%+3.7pp | 69.5%+11.1pp |
| Annual return | 26.42% | 24.46%+2.0pp | 28.19%-1.8pp | 81.00%-54.6pp |
| Employer contribution / active EE | $2,883 | $1,894+52.3% | $2,521+14.4% | $2,440+18.2% |
| Participant deferral / active EE | $4,945 | $3,270+51.3% | $4,049+22.2% | $3,607+37.1% |
| Admin fee / account holder | $1,524 | $5,055-69.8% | $7,497-79.7% | $5,124-70.3% |