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 | $57,870 | $54,762+5.7% | $90,281-35.9% | $72,985-20.7% |
| Participation rate | 92.5% | 65.1%+27.4pp | 73.3%+19.2pp | 69.5%+23.0pp |
| Annual return | 25.59% | 30.63%-5.0pp | 78.10%-52.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,811 | $2,092+34.3% | $2,854-1.5% | $2,440+15.2% |
| Participant deferral / active EE | $2,164 | $2,887-25.0% | $3,885-44.3% | $3,607-40.0% |
| Admin fee / account holder | $5,904 | $3,972+48.6% | $5,351+10.3% | $5,124+15.2% |