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 6-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 | $47,003 | $101,724-53.8% | $164,813-71.5% | $80,856-41.9% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 15.62% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,813 | $2,953-4.8% | $4,341-35.2% | $2,755+2.1% |
| Participant deferral / active EE | $6,460 | $4,477+44.3% | $6,031+7.1% | $4,296+50.4% |
| Admin fee / account holder | $418 | $8,227-94.9% | $12,690-96.7% | $6,918-94.0% |