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 | $36,130 | $78,672-54.1% | $109,143-66.9% | $85,850-57.9% |
| Participation rate | 95.2% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+25.9pp |
| Annual return | 23.28% | 25.09%-1.8pp | 25.75%-2.5pp | 318.53%-295.3pp |
| Employer contribution / active EE | $1,803 | $2,735-34.1% | $3,722-51.5% | $2,565-29.7% |
| Participant deferral / active EE | $4,057 | $3,467+17.0% | $4,653-12.8% | $3,952+2.7% |
| Admin fee / account holder | $941 | $5,469-82.8% | $6,752-86.1% | $6,260-85.0% |