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 | $27,789 | $72,277-61.6% | $101,248-72.6% | $79,858-65.2% |
| Participation rate | 71.1% | 68.5%+2.7pp | 75.8%-4.7pp | 69.6%+1.5pp |
| Annual return | 18.90% | 22.30%-3.4pp | 46.47%-27.6pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,910 | $2,692-29.0% | $3,660-47.8% | $2,471-22.7% |
| Participant deferral / active EE | $3,009 | $3,282-8.3% | $4,370-31.2% | $3,740-19.6% |
| Admin fee / account holder | $445 | $4,400-89.9% | $5,945-92.5% | $5,306-91.6% |