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 | $33,741 | $100,923-66.6% | $150,045-77.5% | $74,304-54.6% |
| Participation rate | 86.1% | 70.1%+16.0pp | 82.3%+3.8pp | 60.3%+25.8pp |
| Annual return | 26.73% | 51.77%-25.0pp | 62.55%-35.8pp | 29.43%-2.7pp |
| Employer contribution / active EE | $2,943 | $3,463-15.0% | $4,693-37.3% | $2,241+31.3% |
| Participant deferral / active EE | $4,681 | $6,709-30.2% | $7,997-41.5% | $3,767+24.2% |
| Admin fee / account holder | $4,793 | $2,767+73.2% | $13,435-64.3% | $2,969+61.5% |