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 | $33,630 | $109,881-69.4% | $150,045-77.6% | $84,808-60.3% |
| Participation rate | 89.6% | 76.1%+13.5pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 17.63% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,223 | $3,561-9.5% | $4,693-31.3% | $2,631+22.5% |
| Participant deferral / active EE | $4,283 | $6,636-35.5% | $7,997-46.4% | $4,212+1.7% |
| Admin fee / account holder | $9,109 | $8,568+6.3% | $13,435-32.2% | $7,344+24.0% |