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 | $56,173 | $59,097-4.9% | $82,389-31.8% | $74,304-24.4% |
| Participation rate | 79.1% | 52.8%+26.3pp | 69.5%+9.5pp | 60.3%+18.7pp |
| Annual return | 17.95% | 22.85%-4.9pp | 28.67%-10.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,400 | $1,601+49.9% | $2,517-4.7% | $2,241+7.1% |
| Participant deferral / active EE | $5,109 | $2,775+84.1% | $4,155+23.0% | $3,767+35.6% |
| Admin fee / account holder | $3,171 | $4,489-29.4% | $7,231-56.1% | $2,969+6.8% |