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 | $25,795 | $74,927-65.6% | $101,794-74.7% | $84,808-69.6% |
| Participation rate | 88.9% | 61.4%+27.5pp | 69.2%+19.7pp | 68.3%+20.6pp |
| Annual return | 17.68% | 18.70%-1.0pp | 30.53%-12.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,035 | $1,522+33.7% | $2,289-11.1% | $2,631-22.6% |
| Participant deferral / active EE | $3,224 | $3,099+4.0% | $4,084-21.0% | $4,212-23.4% |
| Admin fee / account holder | $3,776 | $6,514-42.0% | $8,777-57.0% | $7,344-48.6% |