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 | $23,873 | $58,627-59.3% | $76,735-68.9% | $82,448-71.0% |
| Participation rate | 85.7% | 63.2%+22.5pp | 69.5%+16.2pp | 68.1%+17.6pp |
| Annual return | 14.70% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,421 | $1,729+40.0% | $2,454-1.3% | $2,551-5.1% |
| Participant deferral / active EE | $4,165 | $3,134+32.9% | $4,088+1.9% | $4,139+0.6% |
| Admin fee / account holder | $4,858 | $5,323-8.7% | $7,189-32.4% | $7,234-32.8% |