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 | $108,825-67.7% | $156,181-77.5% | $82,448-57.3% |
| Participation rate | 93.3% | 72.4%+21.0pp | 78.8%+14.5pp | 68.1%+25.3pp |
| Annual return | 18.55% | 20.59%-2.0pp | 64.87%-46.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,902 | $2,870+1.1% | $4,294-32.4% | $2,551+13.8% |
| Participant deferral / active EE | $5,010 | $4,577+9.5% | $6,132-18.3% | $4,139+21.0% |
| Admin fee / account holder | $2,009 | $9,341-78.5% | $14,586-86.2% | $7,234-72.2% |