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 | $35,175 | $91,407-61.5% | $135,903-74.1% | $71,457-50.8% |
| Participation rate | 76.5% | 75.7%+0.9pp | 81.9%-5.4pp | 67.9%+8.6pp |
| Annual return | 24.82% | 29.90%-5.1pp | 68.23%-43.4pp | 28.85%-4.0pp |
| Employer contribution / active EE | $2,192 | $3,703-40.8% | $4,856-54.9% | $2,588-15.3% |
| Participant deferral / active EE | $3,668 | $7,092-48.3% | $7,758-52.7% | $4,289-14.5% |
| Admin fee / account holder | $2,278 | $1,266+79.9% | $10,762-78.8% | $1,587+43.5% |