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 | $61,999 | $101,763-39.1% | $164,866-62.4% | $80,874-23.3% |
| Participation rate | 97.0% | 71.8%+25.2pp | 78.6%+18.4pp | 67.6%+29.4pp |
| Annual return | 14.55% | 16.73%-2.2pp | 69.97%-55.4pp | 35.62%-21.1pp |
| Employer contribution / active EE | $908 | $2,954-69.3% | $4,343-79.1% | $2,756-67.0% |
| Participant deferral / active EE | $4,724 | $4,477+5.5% | $6,033-21.7% | $4,297+9.9% |
| Admin fee / account holder | $8,240 | $8,228+0.1% | $12,689-35.1% | $6,935+18.8% |