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 | $36,373 | $95,453-61.9% | $112,040-67.5% | $82,448-55.9% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.5%+0.7pp | 68.1%+9.1pp |
| Annual return | 22.90% | 23.92%-1.0pp | 24.52%-1.6pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,337 | $2,318-42.3% | $2,954-54.7% | $2,551-47.6% |
| Participant deferral / active EE | $2,625 | $4,224-37.9% | $5,098-48.5% | $4,139-36.6% |
| Admin fee / account holder | $1,215 | $9,013-86.5% | $12,098-90.0% | $7,234-83.2% |