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 | $43,147 | $53,777-19.8% | $134,143-67.8% | $79,858-46.0% |
| Participation rate | 98.0% | 58.8%+39.3pp | 72.2%+25.9pp | 69.6%+28.4pp |
| Annual return | 21.38% | 19.01%+2.4pp | 36.33%-15.0pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,881 | $1,321+42.3% | $3,704-49.2% | $2,471-23.9% |
| Participant deferral / active EE | $4,309 | $2,420+78.0% | $3,499+23.2% | $3,740+15.2% |
| Admin fee / account holder | $4,178 | $3,984+4.9% | $6,684-37.5% | $5,306-21.3% |