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 7-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 | $29,336 | $93,571-68.6% | $135,903-78.4% | $75,163-61.0% |
| Participation rate | 87.9% | 75.2%+12.7pp | 81.9%+6.0pp | 67.2%+20.7pp |
| Annual return | 19.45% | 30.90%-11.5pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,985 | $3,537+41.0% | $4,856+2.7% | $2,670+86.7% |
| Participant deferral / active EE | $8,048 | $6,404+25.7% | $7,758+3.7% | $4,125+95.1% |
| Admin fee / account holder | $1,952 | $6,975-72.0% | $10,762-81.9% | $5,651-65.5% |