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 | $28,684 | $73,933-61.2% | $96,683-70.3% | $75,163-61.8% |
| Participation rate | 87.2% | 66.4%+20.8pp | 74.3%+12.9pp | 67.2%+20.0pp |
| Annual return | 17.51% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,779 | $2,928-5.1% | $3,737-25.6% | $2,670+4.1% |
| Participant deferral / active EE | $3,847 | $3,659+5.1% | $4,878-21.1% | $4,125-6.7% |
| Admin fee / account holder | $559 | $5,216-89.3% | $6,730-91.7% | $5,651-90.1% |