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 | $41,392 | $81,460-49.2% | $103,333-59.9% | $80,856-48.8% |
| Participation rate | 89.3% | 66.8%+22.4pp | 74.5%+14.8pp | 67.6%+21.6pp |
| Annual return | 17.78% | 25.55%-7.8pp | 24.88%-7.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,987 | $3,105-3.8% | $3,868-22.8% | $2,755+8.4% |
| Participant deferral / active EE | $6,139 | $3,869+58.7% | $5,057+21.4% | $4,296+42.9% |
| Admin fee / account holder | $1,304 | $6,566-80.1% | $8,355-84.4% | $6,918-81.2% |