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 | $32,068 | $101,724-68.5% | $164,813-80.5% | $80,856-60.3% |
| Participation rate | 98.0% | 71.8%+26.2pp | 78.6%+19.4pp | 67.6%+30.4pp |
| Annual return | 12.92% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,992 | $2,953-32.6% | $4,341-54.1% | $2,755-27.7% |
| Participant deferral / active EE | $5,045 | $4,477+12.7% | $6,031-16.4% | $4,296+17.4% |
| Admin fee / account holder | $10,973 | $8,227+33.4% | $12,690-13.5% | $6,918+58.6% |