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 | $22,625 | $93,571-75.8% | $135,903-83.4% | $75,163-69.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 20.82% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,902 | $3,537+10.3% | $4,856-19.6% | $2,670+46.2% |
| Participant deferral / active EE | $7,433 | $6,404+16.1% | $7,758-4.2% | $4,125+80.2% |
| Admin fee / account holder | $4,019 | $6,975-42.4% | $10,762-62.7% | $5,651-28.9% |