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 | $93,499 | $57,065+63.8% | $75,670+23.6% | $70,131+33.3% |
| Participation rate | 84.8% | 68.1%+16.7pp | 72.3%+12.4pp | 69.5%+15.2pp |
| Annual return | 14.40% | 23.57%-9.2pp | 27.34%-12.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $898 | $1,817-50.6% | $2,352-61.8% | $2,342-61.7% |
| Participant deferral / active EE | $3,993 | $2,580+54.8% | $3,142+27.1% | $3,332+19.9% |
| Admin fee / account holder | $7,689 | $3,825+101.0% | $5,800+32.6% | $4,645+65.5% |