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 | $78,925 | $57,065+38.3% | $75,670+4.3% | $70,131+12.5% |
| Participation rate | 93.8% | 68.1%+25.7pp | 72.3%+21.4pp | 69.5%+24.2pp |
| Annual return | 16.66% | 23.57%-6.9pp | 27.34%-10.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $667 | $1,817-63.3% | $2,352-71.6% | $2,342-71.5% |
| Participant deferral / active EE | $4,437 | $2,580+72.0% | $3,142+41.2% | $3,332+33.2% |
| Admin fee / account holder | $2,232 | $3,825-41.7% | $5,800-61.5% | $4,645-52.0% |