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 | $29,928 | $109,881-72.8% | $150,045-80.1% | $84,808-64.7% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 24.54% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $3,946 | $3,561+10.8% | $4,693-15.9% | $2,631+50.0% |
| Participant deferral / active EE | $13,351 | $6,636+101.2% | $7,997+67.0% | $4,212+217.0% |
| Admin fee / account holder | $2,998 | $8,568-65.0% | $13,435-77.7% | $7,344-59.2% |