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 | $54,160 | $89,355-39.4% | $141,162-61.6% | $72,985-25.8% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 25.00% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,499 | $3,114-19.8% | $4,735-47.2% | $2,440+2.4% |
| Participant deferral / active EE | $3,565 | $5,418-34.2% | $6,709-46.9% | $3,607-1.2% |
| Admin fee / account holder | $351 | $5,958-94.1% | $10,261-96.6% | $5,124-93.1% |