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 7-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 | $24,060 | $68,547-64.9% | $120,354-80.0% | $80,856-70.2% |
| Participation rate | 94.4% | 61.6%+32.8pp | 71.9%+22.5pp | 67.6%+26.8pp |
| Annual return | 15.98% | 23.60%-7.6pp | 107.15%-91.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,867 | $2,051+39.8% | $3,463-17.2% | $2,755+4.1% |
| Participant deferral / active EE | $5,172 | $3,173+63.0% | $4,991+3.6% | $4,296+20.4% |
| Admin fee / account holder | $1,597 | $5,732-72.1% | $9,423-83.1% | $6,918-76.9% |