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 | $40,508 | $73,004-44.5% | $90,749-55.4% | $68,494-40.9% |
| Participation rate | 95.7% | 70.8%+24.8pp | 75.7%+20.0pp | 67.9%+27.8pp |
| Annual return | 9.33% | -13.81%+23.1pp | -12.16%+21.5pp | -7.84%+17.2pp |
| Employer contribution / active EE | $1,687 | $2,193-23.1% | $2,921-42.2% | $2,596-35.0% |
| Participant deferral / active EE | $4,271 | $3,627+17.8% | $4,564-6.4% | $4,027+6.1% |
| Admin fee / account holder | $409 | $5,896-93.1% | $8,445-95.2% | $5,403-92.4% |