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 | $32,695 | $78,422-58.3% | $95,952-65.9% | $79,858-59.1% |
| Participation rate | 89.7% | 73.5%+16.2pp | 77.1%+12.6pp | 69.6%+20.0pp |
| Annual return | 18.32% | 19.37%-1.0pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,154 | $1,945+10.7% | $2,541-15.2% | $2,471-12.8% |
| Participant deferral / active EE | $3,588 | $3,440+4.3% | $4,167-13.9% | $3,740-4.1% |
| Admin fee / account holder | $833 | $5,622-85.2% | $6,795-87.7% | $5,306-84.3% |