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 3-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 | $11,341 | $60,892-81.4% | $82,389-86.2% | $84,808-86.6% |
| Participation rate | 86.4% | 63.3%+23.1pp | 69.5%+16.8pp | 68.3%+18.1pp |
| Annual return | 54.44% | 37.29%+17.2pp | 28.67%+25.8pp | 40.90%+13.5pp |
| Employer contribution / active EE | $2,439 | $1,779+37.1% | $2,517-3.1% | $2,631-7.3% |
| Participant deferral / active EE | $3,228 | $3,179+1.5% | $4,155-22.3% | $4,212-23.4% |
| Admin fee / account holder | $633 | $5,467-88.4% | $7,231-91.2% | $7,344-91.4% |