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 | $23,059 | $89,355-74.2% | $141,162-83.7% | $72,985-68.4% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 27.76% | 111.85%-84.1pp | 71.39%-43.6pp | 81.00%-53.2pp |
| Employer contribution / active EE | $3,416 | $3,114+9.7% | $4,735-27.9% | $2,440+40.0% |
| Participant deferral / active EE | $6,657 | $5,418+22.9% | $6,709-0.8% | $3,607+84.5% |
| Admin fee / account holder | $1,767 | $5,958-70.3% | $10,261-82.8% | $5,124-65.5% |