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 | $30,055 | $107,452-72.0% | $91,541-67.2% | $142,382-78.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 20.24% | 22.06%-1.8pp | 20.50%-0.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,384 | $2,994-53.8% | $2,505-44.7% | $4,299-67.8% |
| Participant deferral / active EE | $5,280 | $4,754+11.1% | $4,008+31.7% | $6,507-18.9% |
| Admin fee / account holder | $1,120 | $8,834-87.3% | $6,956-83.9% | $12,624-91.1% |