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 | $26,725 | $76,407-65.0% | $150,298-82.2% | $82,448-67.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 15.11% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,541 | $2,614-2.8% | $4,154-38.8% | $2,551-0.4% |
| Participant deferral / active EE | $2,514 | $3,214-21.8% | $5,453-53.9% | $4,139-39.3% |
| Admin fee / account holder | $3,278 | $6,352-48.4% | $14,116-76.8% | $7,234-54.7% |