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 | $42,146 | $106,749-60.5% | $145,433-71.0% | $82,448-48.9% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 21.26% | 27.59%-6.3pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $4,418 | $3,444+28.3% | $4,554-3.0% | $2,551+73.2% |
| Participant deferral / active EE | $8,751 | $6,519+34.2% | $7,897+10.8% | $4,139+111.4% |
| Admin fee / account holder | $1,066 | $8,390-87.3% | $13,129-91.9% | $7,234-85.3% |