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 | $38,125 | $54,762-30.4% | $90,281-57.8% | $72,985-47.8% |
| Participation rate | 97.5% | 65.1%+32.4pp | 73.3%+24.2pp | 69.5%+28.0pp |
| Annual return | 25.01% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $3,528 | $2,092+68.6% | $2,854+23.6% | $2,440+44.6% |
| Participant deferral / active EE | $4,058 | $2,887+40.6% | $3,885+4.5% | $3,607+12.5% |
| Admin fee / account holder | $4,275 | $3,972+7.6% | $5,351-20.1% | $5,124-16.6% |