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 | $32,224 | $70,475-54.3% | $100,516-67.9% | $79,858-59.6% |
| Participation rate | 96.2% | 73.7%+22.5pp | 79.4%+16.8pp | 69.6%+26.5pp |
| Annual return | 13.56% | 21.90%-8.3pp | 30.89%-17.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $882 | $2,165-59.3% | $3,418-74.2% | $2,471-64.3% |
| Participant deferral / active EE | $4,353 | $5,181-16.0% | $6,270-30.6% | $3,740+16.4% |
| Admin fee / account holder | $686 | $4,478-84.7% | $8,081-91.5% | $5,306-87.1% |