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 | $79,096 | $87,013-9.1% | $106,213-25.5% | $80,856-2.2% |
| Participation rate | 95.7% | 70.4%+25.2pp | 75.3%+20.4pp | 67.6%+28.0pp |
| Annual return | 15.14% | 17.05%-1.9pp | 116.14%-101.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $5,203 | $2,395+117.2% | $3,171+64.1% | $2,755+88.9% |
| Participant deferral / active EE | $6,295 | $3,986+57.9% | $5,016+25.5% | $4,296+46.5% |
| Admin fee / account holder | $4,429 | $8,431-47.5% | $11,033-59.9% | $6,918-36.0% |