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 | $24,138 | $81,446-70.4% | $103,374-76.7% | $80,874-70.2% |
| Participation rate | 97.4% | 66.9%+30.5pp | 74.5%+22.9pp | 67.6%+29.7pp |
| Annual return | 14.79% | 25.57%-10.8pp | 24.89%-10.1pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,447 | $3,107-21.3% | $3,869-36.8% | $2,756-11.2% |
| Participant deferral / active EE | $5,129 | $3,870+32.5% | $5,058+1.4% | $4,297+19.4% |
| Admin fee / account holder | $4,786 | $6,715-28.7% | $8,394-43.0% | $6,935-31.0% |