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 | $68,264 | $127,065-46.3% | $113,168-39.7% | $142,382-52.1% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 18.00% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,965 | $3,442-13.9% | $2,975-0.4% | $4,299-31.0% |
| Participant deferral / active EE | $9,279 | $5,716+62.3% | $5,107+81.7% | $6,507+42.6% |
| Admin fee / account holder | $835 | $15,736-94.7% | $12,068-93.1% | $12,624-93.4% |