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 | $109,413-57.8% | $156,263-70.5% | $84,808-45.6% |
| Participation rate | 87.8% | 72.7%+15.1pp | 78.9%+8.9pp | 68.3%+19.5pp |
| Annual return | 30.85% | 20.18%+10.7pp | 59.47%-28.6pp | 40.90%-10.0pp |
| Employer contribution / active EE | $2,466 | $2,907-15.2% | $4,333-43.1% | $2,631-6.3% |
| Participant deferral / active EE | $4,804 | $4,590+4.7% | $6,158-22.0% | $4,212+14.1% |
| Admin fee / account holder | $2,912 | $9,357-68.9% | $14,255-79.6% | $7,344-60.3% |