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 | $46,919 | $89,355-47.5% | $141,162-66.8% | $72,985-35.7% |
| Participation rate | 85.3% | 75.1%+10.1pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 29.11% | 111.85%-82.7pp | 71.39%-42.3pp | 81.00%-51.9pp |
| Employer contribution / active EE | $2,255 | $3,114-27.6% | $4,735-52.4% | $2,440-7.6% |
| Participant deferral / active EE | $4,828 | $5,418-10.9% | $6,709-28.0% | $3,607+33.8% |
| Admin fee / account holder | $3,079 | $5,958-48.3% | $10,261-70.0% | $5,124-39.9% |