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 | $57,011 | $109,881-48.1% | $150,045-62.0% | $84,808-32.8% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.35% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,728 | $3,561-23.4% | $4,693-41.9% | $2,631+3.7% |
| Participant deferral / active EE | $6,185 | $6,636-6.8% | $7,997-22.7% | $4,212+46.9% |
| Admin fee / account holder | $1,180 | $8,568-86.2% | $13,435-91.2% | $7,344-83.9% |