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 | $25,546 | $77,503-67.0% | $100,391-74.6% | $80,856-68.4% |
| Participation rate | 85.5% | 76.9%+8.6pp | 81.5%+4.0pp | 67.6%+17.9pp |
| Annual return | 30.57% | 37.20%-6.6pp | 49.20%-18.6pp | 35.59%-5.0pp |
| Employer contribution / active EE | $1,484 | $2,801-47.0% | $3,942-62.3% | $2,755-46.1% |
| Participant deferral / active EE | $9,953 | $6,820+45.9% | $8,082+23.2% | $4,296+131.7% |
| Admin fee / account holder | $2,590 | $5,897-56.1% | $7,899-67.2% | $6,918-62.6% |