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 | $46,642 | $53,777-13.3% | $134,143-65.2% | $79,858-41.6% |
| Participation rate | 98.6% | 58.8%+39.9pp | 72.2%+26.5pp | 69.6%+29.0pp |
| Annual return | 19.44% | 19.01%+0.4pp | 36.33%-16.9pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,968 | $1,321+124.6% | $3,704-19.9% | $2,471+20.1% |
| Participant deferral / active EE | $3,277 | $2,420+35.4% | $3,499-6.3% | $3,740-12.4% |
| Admin fee / account holder | $1,883 | $3,984-52.7% | $6,684-71.8% | $5,306-64.5% |