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 | $64,100 | $81,460-21.3% | $103,333-38.0% | $80,856-20.7% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 13.75% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,178 | $3,105+2.3% | $3,868-17.8% | $2,755+15.3% |
| Participant deferral / active EE | $6,781 | $3,869+75.3% | $5,057+34.1% | $4,296+57.9% |
| Admin fee / account holder | $304 | $6,566-95.4% | $8,355-96.4% | $6,918-95.6% |