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 8-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 | $46,352 | $64,480-28.1% | $81,382-43.0% | $80,856-42.7% |
| Participation rate | 94.6% | 63.9%+30.7pp | 69.5%+25.1pp | 67.6%+27.0pp |
| Annual return | 11.20% | 16.34%-5.1pp | 24.73%-13.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $6,253 | $1,978+216.1% | $2,463+153.9% | $2,755+127.0% |
| Participant deferral / active EE | $4,399 | $3,094+42.2% | $3,883+13.3% | $4,296+2.4% |
| Admin fee / account holder | $696 | $5,671-87.7% | $5,768-87.9% | $6,918-89.9% |