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 8-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 | $26,127 | $89,355-70.8% | $141,162-81.5% | $72,985-64.2% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.5%+11.6pp | 69.5%+24.5pp |
| Annual return | 30.15% | 111.85%-81.7pp | 71.39%-41.2pp | 81.00%-50.9pp |
| Employer contribution / active EE | $3,211 | $3,114+3.1% | $4,735-32.2% | $2,440+31.6% |
| Participant deferral / active EE | $6,291 | $5,418+16.1% | $6,709-6.2% | $3,607+74.4% |
| Admin fee / account holder | $5,025 | $5,958-15.7% | $10,261-51.0% | $5,124-1.9% |