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 | $43,159 | $72,277-40.3% | $101,248-57.4% | $79,858-46.0% |
| Participation rate | 87.1% | 68.5%+18.7pp | 75.8%+11.3pp | 69.6%+17.5pp |
| Annual return | 11.37% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,228 | $2,692-17.2% | $3,660-39.1% | $2,471-9.8% |
| Participant deferral / active EE | $3,988 | $3,282+21.5% | $4,370-8.7% | $3,740+6.6% |
| Admin fee / account holder | $5,561 | $4,400+26.4% | $5,945-6.5% | $5,306+4.8% |