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 | $55,330 | $43,327+27.7% | $59,878-7.6% | $64,186-13.8% |
| Participation rate | 97.2% | 69.2%+28.1pp | 74.7%+22.5pp | 69.6%+27.7pp |
| Annual return | 9.17% | -1.55%+10.7pp | 3.46%+5.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,524 | $2,028-24.9% | $2,722-44.0% | $2,381-36.0% |
| Participant deferral / active EE | $2,265 | $2,546-11.0% | $3,402-33.4% | $3,470-34.7% |
| Admin fee / account holder | $4,301 | $3,005+43.1% | $3,590+19.8% | $4,888-12.0% |