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 | $8,759 | $76,407-88.5% | $150,298-94.2% | $82,448-89.4% |
| Participation rate | 91.4% | 66.4%+25.0pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 32.90% | 39.99%-7.1pp | 62.79%-29.9pp | 41.64%-8.7pp |
| Employer contribution / active EE | $2,761 | $2,614+5.6% | $4,154-33.5% | $2,551+8.2% |
| Participant deferral / active EE | $3,835 | $3,214+19.3% | $5,453-29.7% | $4,139-7.4% |
| Admin fee / account holder | $309 | $6,352-95.1% | $14,116-97.8% | $7,234-95.7% |