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 | $41,130 | $82,978-50.4% | $129,995-68.4% | $71,457-42.4% |
| Participation rate | 98.2% | 74.1%+24.1pp | 78.5%+19.7pp | 67.9%+30.2pp |
| Annual return | 20.88% | 20.60%+0.3pp | -137.18%+158.1pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,008 | $2,622-23.4% | $4,320-53.5% | $2,588-22.4% |
| Participant deferral / active EE | $5,125 | $4,432+15.6% | $5,820-11.9% | $4,289+19.5% |
| Admin fee / account holder | $2,469 | $1,729+42.8% | $10,614-76.7% | $1,587+55.5% |