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 | $34,185 | $71,050-51.9% | $93,606-63.5% | $80,856-57.7% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.6%+26.3pp |
| Annual return | 16.93% | 11.26%+5.7pp | 133.20%-116.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,574 | $1,564+64.6% | $2,420+6.4% | $2,755-6.6% |
| Participant deferral / active EE | $2,068 | $4,034-48.7% | $4,411-53.1% | $4,296-51.9% |
| Admin fee / account holder | $3,759 | $6,945-45.9% | $8,285-54.6% | $6,918-45.7% |