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 | $34,356 | $72,492-52.6% | $87,100-60.6% | $72,985-52.9% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.2pp |
| Annual return | 39.82% | 24.46%+15.4pp | 28.19%+11.6pp | 81.00%-41.2pp |
| Employer contribution / active EE | $2,262 | $1,894+19.5% | $2,521-10.3% | $2,440-7.3% |
| Participant deferral / active EE | $4,655 | $3,270+42.4% | $4,049+15.0% | $3,607+29.0% |
| Admin fee / account holder | $1,580 | $5,055-68.7% | $7,497-78.9% | $5,124-69.2% |