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 | $51,513 | $100,326-48.7% | $180,183-71.4% | $84,808-39.3% |
| Participation rate | 97.1% | 71.0%+26.1pp | 77.4%+19.7pp | 68.3%+28.8pp |
| Annual return | 17.55% | 17.86%-0.3pp | 27.86%-10.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,948 | $3,269-9.8% | $5,039-41.5% | $2,631+12.0% |
| Participant deferral / active EE | $4,356 | $5,066-14.0% | $6,822-36.2% | $4,212+3.4% |
| Admin fee / account holder | $911 | $9,674-90.6% | $19,975-95.4% | $7,344-87.6% |