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 | $29,416 | $81,460-63.9% | $103,333-71.5% | $80,856-63.6% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 11.29% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,280 | $3,105-26.6% | $3,868-41.1% | $2,755-17.2% |
| Participant deferral / active EE | $4,074 | $3,869+5.3% | $5,057-19.4% | $4,296-5.2% |
| Admin fee / account holder | $1,645 | $6,566-74.9% | $8,355-80.3% | $6,918-76.2% |