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 9-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 | $31,125 | $104,974-70.3% | $95,585-67.4% | $142,382-78.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 16.46% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,954 | $2,779-29.7% | $2,527-22.7% | $4,299-54.5% |
| Participant deferral / active EE | $4,353 | $4,3520% | $4,023+8.2% | $6,507-33.1% |
| Admin fee / account holder | $2,584 | $6,386-59.5% | $6,127-57.8% | $12,624-79.5% |