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 | $35,202 | $109,413-67.8% | $156,263-77.5% | $84,808-58.5% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 18.55% | 20.18%-1.6pp | 59.47%-40.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,902 | $2,907-0.2% | $4,333-33.0% | $2,631+10.3% |
| Participant deferral / active EE | $5,010 | $4,590+9.2% | $6,158-18.6% | $4,212+19.0% |
| Admin fee / account holder | $2,009 | $9,357-78.5% | $14,255-85.9% | $7,344-72.6% |