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 | $55,349 | $76,367-27.5% | $93,606-40.9% | $72,985-24.2% |
| Participation rate | 98.6% | 71.7%+26.8pp | 75.8%+22.7pp | 69.5%+29.1pp |
| Annual return | 26.25% | 25.82%+0.4pp | 32.76%-6.5pp | 81.00%-54.8pp |
| Employer contribution / active EE | $10,860 | $2,275+377.3% | $2,718+299.6% | $2,440+345.1% |
| Participant deferral / active EE | $1,676 | $3,538-52.6% | $4,069-58.8% | $3,607-53.6% |
| Admin fee / account holder | $5,250 | $6,838-23.2% | $7,888-33.4% | $5,124+2.5% |