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 | $41,643 | $80,717-48.4% | $154,803-73.1% | $84,808-50.9% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 18.47% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,807 | $2,761+1.6% | $4,305-34.8% | $2,631+6.7% |
| Participant deferral / active EE | $9,015 | $3,303+172.9% | $5,540+62.7% | $4,212+114.0% |
| Admin fee / account holder | $4,117 | $6,746-39.0% | $14,329-71.3% | $7,344-43.9% |