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 | $51,461 | $138,347-62.8% | $184,203-72.1% | $80,856-36.4% |
| Participation rate | 74.1% | 83.9%-9.7pp | 86.8%-12.7pp | 67.6%+6.5pp |
| Annual return | 14.18% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,597 | $4,850-25.8% | $6,427-44.0% | $2,755+30.6% |
| Participant deferral / active EE | $7,155 | $7,071+1.2% | $9,131-21.6% | $4,296+66.6% |
| Admin fee / account holder | $16,346 | $10,483+55.9% | $13,901+17.6% | $6,918+136.3% |