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 | $36,997 | $72,277-48.8% | $101,248-63.5% | $79,858-53.7% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 13.37% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,146 | $2,692-57.4% | $3,660-68.7% | $2,471-53.6% |
| Participant deferral / active EE | $3,388 | $3,282+3.3% | $4,370-22.5% | $3,740-9.4% |
| Admin fee / account holder | $668 | $4,400-84.8% | $5,945-88.8% | $5,306-87.4% |