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 | $32,392 | $81,446-60.2% | $103,374-68.7% | $80,874-59.9% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 13.65% | 25.57%-11.9pp | 24.89%-11.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $4,972 | $3,107+60.0% | $3,869+28.5% | $2,756+80.4% |
| Participant deferral / active EE | $2,413 | $3,870-37.7% | $5,058-52.3% | $4,297-43.8% |
| Admin fee / account holder | $1,998 | $6,715-70.2% | $8,394-76.2% | $6,935-71.2% |