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 | $64,308 | $86,922-26.0% | $102,438-37.2% | $80,874-20.5% |
| Participation rate | 91.4% | 72.4%+19.0pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 14.20% | 18.90%-4.7pp | 29.37%-15.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,618 | $2,369+10.5% | $3,024-13.4% | $2,756-5.0% |
| Participant deferral / active EE | $5,948 | $4,119+44.4% | $5,054+17.7% | $4,297+38.4% |
| Admin fee / account holder | $420 | $8,050-94.8% | $9,448-95.6% | $6,935-93.9% |