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 | $21,365 | $78,520-72.8% | $96,576-77.9% | $82,448-74.1% |
| Participation rate | 94.7% | 77.7%+17.0pp | 81.4%+13.3pp | 68.1%+26.7pp |
| Annual return | 31.90% | 41.30%-9.4pp | 38.47%-6.6pp | 41.64%-9.7pp |
| Employer contribution / active EE | $2,607 | $2,630-0.8% | $3,553-26.6% | $2,551+2.2% |
| Participant deferral / active EE | $4,473 | $6,754-33.8% | $7,956-43.8% | $4,139+8.1% |
| Admin fee / account holder | $561 | $13,455-95.8% | $11,381-95.1% | $7,234-92.2% |