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 | $46,333 | $51,175-9.5% | $70,515-34.3% | $75,163-38.4% |
| Participation rate | 73.3% | 60.9%+12.4pp | 68.3%+5.0pp | 67.2%+6.1pp |
| Annual return | 36.69% | 30.02%+6.7pp | 32.77%+3.9pp | 160.62%-123.9pp |
| Employer contribution / active EE | $1,808 | $1,826-1.0% | $2,973-39.2% | $2,670-32.3% |
| Participant deferral / active EE | $5,746 | $2,849+101.7% | $4,567+25.8% | $4,125+39.3% |
| Admin fee / account holder | $2,517 | $4,091-38.5% | $6,412-60.7% | $5,651-55.5% |