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 | $46,809 | $86,929-46.2% | $102,423-54.3% | $80,856-42.1% |
| Participation rate | 90.2% | 72.4%+17.9pp | 76.5%+13.8pp | 67.6%+22.6pp |
| Annual return | 11.19% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,129 | $2,369-52.3% | $3,023-62.6% | $2,755-59.0% |
| Participant deferral / active EE | $2,292 | $4,118-44.3% | $5,053-54.6% | $4,296-46.6% |
| Admin fee / account holder | $11,436 | $8,049+42.1% | $9,451+21.0% | $6,918+65.3% |