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 | $95,266-66.8% | $82,389-61.7% | $142,382-77.8% |
| Participation rate | 94.7% | 74.5%+20.3pp | 69.5%+25.2pp | 80.1%+14.6pp |
| Annual return | 12.60% | 25.74%-13.1pp | 28.67%-16.1pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,282 | $2,991-23.7% | $2,517-9.3% | $4,299-46.9% |
| Participant deferral / active EE | $3,316 | $4,809-31.0% | $4,155-20.2% | $6,507-49.0% |
| Admin fee / account holder | $2,538 | $8,563-70.4% | $7,231-64.9% | $12,624-79.9% |