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 8-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 | $48,800 | $60,022-18.7% | $88,946-45.1% | $84,808-42.5% |
| Participation rate | 93.6% | 57.8%+35.8pp | 68.8%+24.8pp | 68.3%+25.3pp |
| Annual return | 17.48% | 22.43%-4.9pp | 57.82%-40.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,536 | $1,703+49.0% | $2,555-0.7% | $2,631-3.6% |
| Participant deferral / active EE | $4,240 | $3,114+36.2% | $4,581-7.5% | $4,212+0.7% |
| Admin fee / account holder | $5,062 | $4,811+5.2% | $8,261-38.7% | $7,344-31.1% |