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 4-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 | $35,126 | $109,881-68.0% | $150,045-76.6% | $84,808-58.6% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 26.59% | 28.25%-1.7pp | 62.55%-36.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $1,238 | $3,561-65.2% | $4,693-73.6% | $2,631-53.0% |
| Participant deferral / active EE | $6,945 | $6,636+4.7% | $7,997-13.2% | $4,212+64.9% |
| Admin fee / account holder | $1,150 | $8,568-86.6% | $13,435-91.4% | $7,344-84.3% |