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 | $23,217 | $76,552-69.7% | $123,892-81.3% | $62,891-63.1% |
| Participation rate | 75.7% | 73.0%+2.7pp | 81.4%-5.7pp | 69.3%+6.4pp |
| Annual return | 8.94% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,162 | $2,883-25.0% | $4,617-53.2% | $2,281-5.2% |
| Participant deferral / active EE | $6,542 | $4,840+35.2% | $5,984+9.3% | $3,203+104.2% |
| Admin fee / account holder | $5,286 | $4,826+9.5% | $8,357-36.7% | $4,296+23.1% |