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 | $49,606 | $93,571-47.0% | $135,903-63.5% | $75,163-34.0% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 27.33% | 30.90%-3.6pp | 68.23%-40.9pp | 160.62%-133.3pp |
| Employer contribution / active EE | $2,428 | $3,537-31.4% | $4,856-50.0% | $2,670-9.1% |
| Participant deferral / active EE | $5,395 | $6,404-15.8% | $7,758-30.5% | $4,125+30.8% |
| Admin fee / account holder | $309 | $6,975-95.6% | $10,762-97.1% | $5,651-94.5% |