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 | $32,252 | $65,365-50.7% | $92,893-65.3% | $72,985-55.8% |
| Participation rate | 88.6% | 68.3%+20.3pp | 76.0%+12.6pp | 69.5%+19.1pp |
| Annual return | 20.65% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,902 | $2,594-26.7% | $3,653-47.9% | $2,440-22.0% |
| Participant deferral / active EE | $4,225 | $3,128+35.0% | $4,236-0.3% | $3,607+17.1% |
| Admin fee / account holder | $928 | $4,251-78.2% | $5,794-84.0% | $5,124-81.9% |