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 | $35,672 | $67,411-47.1% | $91,001-60.8% | $70,131-49.1% |
| Participation rate | 88.0% | 71.4%+16.6pp | 75.6%+12.4pp | 69.5%+18.5pp |
| Annual return | 18.71% | -40.16%+58.9pp | 4.60%+14.1pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,699 | $1,786-4.9% | $2,456-30.8% | $2,342-27.5% |
| Participant deferral / active EE | $3,095 | $2,823+9.6% | $3,547-12.8% | $3,332-7.1% |
| Admin fee / account holder | $390 | $4,236-90.8% | $5,417-92.8% | $4,645-91.6% |