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 | $32,335 | $117,983-72.6% | $101,794-68.2% | $142,382-77.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 13.98% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,141 | $2,773-22.8% | $2,289-6.5% | $4,299-50.2% |
| Participant deferral / active EE | $2,460 | $4,714-47.8% | $4,084-39.8% | $6,507-62.2% |
| Admin fee / account holder | $303 | $10,433-97.1% | $8,777-96.5% | $12,624-97.6% |