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 | $39,453 | $86,929-54.6% | $102,423-61.5% | $80,856-51.2% |
| Participation rate | 81.4% | 72.4%+9.0pp | 76.5%+4.9pp | 67.6%+13.8pp |
| Annual return | 15.77% | 18.88%-3.1pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,082 | $2,369-54.3% | $3,023-64.2% | $2,755-60.7% |
| Participant deferral / active EE | $3,195 | $4,118-22.4% | $5,053-36.8% | $4,296-25.6% |
| Admin fee / account holder | $4,247 | $8,049-47.2% | $9,451-55.1% | $6,918-38.6% |