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 | $23,319 | $64,480-63.8% | $81,382-71.3% | $80,856-71.2% |
| Participation rate | 94.3% | 63.9%+30.4pp | 69.5%+24.8pp | 67.6%+26.6pp |
| Annual return | 12.73% | 16.34%-3.6pp | 24.73%-12.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,658 | $1,978+34.3% | $2,463+7.9% | $2,755-3.5% |
| Participant deferral / active EE | $4,164 | $3,094+34.6% | $3,883+7.2% | $4,296-3.1% |
| Admin fee / account holder | $3,219 | $5,671-43.2% | $5,768-44.2% | $6,918-53.5% |