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 | $81,782 | $109,413-25.3% | $156,263-47.7% | $84,808-3.6% |
| Participation rate | 88.8% | 72.7%+16.1pp | 78.9%+9.8pp | 68.3%+20.4pp |
| Annual return | 15.64% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,858 | $2,907-1.7% | $4,333-34.0% | $2,631+8.6% |
| Participant deferral / active EE | $5,900 | $4,590+28.6% | $6,158-4.2% | $4,212+40.1% |
| Admin fee / account holder | $5,775 | $9,357-38.3% | $14,255-59.5% | $7,344-21.4% |