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 | $58,858 | $81,460-27.7% | $103,333-43.0% | $80,856-27.2% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 23.64% | 25.55%-1.9pp | 24.88%-1.2pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,472 | $3,105-52.6% | $3,868-61.9% | $2,755-46.6% |
| Participant deferral / active EE | $4,388 | $3,869+13.4% | $5,057-13.2% | $4,296+2.2% |
| Admin fee / account holder | $10,161 | $6,566+54.7% | $8,355+21.6% | $6,918+46.9% |