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 | $31,596 | $87,166-63.8% | $76,735-58.8% | $137,256-77.0% |
| Participation rate | 94.7% | 74.4%+20.4pp | 69.5%+25.2pp | 80.0%+14.8pp |
| Annual return | 12.60% | 26.50%-13.9pp | 29.77%-17.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,282 | $2,904-21.4% | $2,454-7.0% | $4,156-45.1% |
| Participant deferral / active EE | $3,316 | $4,726-29.8% | $4,088-18.9% | $6,407-48.2% |
| Admin fee / account holder | $2,538 | $8,403-69.8% | $7,189-64.7% | $12,270-79.3% |