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 | $58,129 | $109,881-47.1% | $150,045-61.3% | $84,808-31.5% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 17.52% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $825 | $3,561-76.8% | $4,693-82.4% | $2,631-68.6% |
| Participant deferral / active EE | $6,002 | $6,636-9.6% | $7,997-25.0% | $4,212+42.5% |
| Admin fee / account holder | $2,222 | $8,568-74.1% | $13,435-83.5% | $7,344-69.7% |