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 | $63,100 | $109,881-42.6% | $150,045-57.9% | $84,808-25.6% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.6pp | 68.3%+15.6pp |
| Annual return | 25.30% | 28.25%-2.9pp | 62.55%-37.3pp | 40.90%-15.6pp |
| Employer contribution / active EE | $3,461 | $3,561-2.8% | $4,693-26.3% | $2,631+31.5% |
| Participant deferral / active EE | $9,015 | $6,636+35.8% | $7,997+12.7% | $4,212+114.0% |
| Admin fee / account holder | $11,476 | $8,568+33.9% | $13,435-14.6% | $7,344+56.3% |