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 | $52,712 | $45,073+16.9% | $69,455-24.1% | $72,985-27.8% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 13.27% | 22.65%-9.4pp | 28.97%-15.7pp | 81.00%-67.7pp |
| Employer contribution / active EE | $2,112 | $2,054+2.8% | $2,779-24.0% | $2,440-13.4% |
| Participant deferral / active EE | $864 | $2,602-66.8% | $3,535-75.6% | $3,607-76.0% |
| Admin fee / account holder | $1,209 | $3,056-60.4% | $3,839-68.5% | $5,124-76.4% |