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 | $56,698 | $46,869+21.0% | $122,332-53.7% | $70,131-19.2% |
| Participation rate | 92.9% | 58.2%+34.7pp | 71.6%+21.2pp | 69.5%+23.3pp |
| Annual return | 17.82% | 24.22%-6.4pp | 30.27%-12.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,783 | $1,288+116.1% | $4,050-31.3% | $2,342+18.8% |
| Participant deferral / active EE | $3,308 | $2,166+52.7% | $3,287+0.7% | $3,332-0.7% |
| Admin fee / account holder | $7,399 | $3,322+122.7% | $5,478+35.1% | $4,645+59.3% |