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 | $20,837 | $60,022-65.3% | $88,946-76.6% | $84,808-75.4% |
| Participation rate | 97.9% | 57.8%+40.0pp | 68.8%+29.0pp | 68.3%+29.6pp |
| Annual return | 19.96% | 22.43%-2.5pp | 57.82%-37.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,920 | $1,703+12.7% | $2,555-24.9% | $2,631-27.0% |
| Participant deferral / active EE | $4,187 | $3,114+34.5% | $4,581-8.6% | $4,212-0.6% |
| Admin fee / account holder | $1,673 | $4,811-65.2% | $8,261-79.7% | $7,344-77.2% |