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 5-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 | $38,087 | $109,881-65.3% | $150,045-74.6% | $84,808-55.1% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 20.98% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,155 | $3,561-11.4% | $4,693-32.8% | $2,631+19.9% |
| Participant deferral / active EE | $8,486 | $6,636+27.9% | $7,997+6.1% | $4,212+101.5% |
| Admin fee / account holder | $762 | $8,568-91.1% | $13,435-94.3% | $7,344-89.6% |