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 | $46,123 | $108,825-57.6% | $156,181-70.5% | $82,448-44.1% |
| Participation rate | 87.8% | 72.4%+15.4pp | 78.8%+9.0pp | 68.1%+19.7pp |
| Annual return | 30.85% | 20.59%+10.3pp | 64.87%-34.0pp | 41.64%-10.8pp |
| Employer contribution / active EE | $2,466 | $2,870-14.1% | $4,294-42.6% | $2,551-3.3% |
| Participant deferral / active EE | $4,804 | $4,577+5.0% | $6,132-21.7% | $4,139+16.1% |
| Admin fee / account holder | $2,912 | $9,341-68.8% | $14,586-80.0% | $7,234-59.7% |