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 | $45,537 | $109,881-58.6% | $150,045-69.7% | $84,808-46.3% |
| Participation rate | 90.3% | 76.1%+14.2pp | 82.3%+8.0pp | 68.3%+22.0pp |
| Annual return | 19.65% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,828 | $3,561+7.5% | $4,693-18.4% | $2,631+45.5% |
| Participant deferral / active EE | $2,945 | $6,636-55.6% | $7,997-63.2% | $4,212-30.1% |
| Admin fee / account holder | $2,126 | $8,568-75.2% | $13,435-84.2% | $7,344-71.1% |