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 | $65,277 | $76,407-14.6% | $150,298-56.6% | $82,448-20.8% |
| Participation rate | 78.8% | 66.4%+12.4pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 17.90% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,408 | $2,614-7.9% | $4,154-42.0% | $2,551-5.6% |
| Participant deferral / active EE | $3,728 | $3,214+16.0% | $5,453-31.6% | $4,139-9.9% |
| Admin fee / account holder | $1,504 | $6,352-76.3% | $14,116-89.3% | $7,234-79.2% |