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 | $49,086 | $95,803-48.8% | $113,168-56.6% | $84,808-42.1% |
| Participation rate | 95.5% | 72.9%+22.6pp | 76.6%+18.9pp | 68.3%+27.1pp |
| Annual return | 19.51% | 25.00%-5.5pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,951 | $2,360+25.0% | $2,975-0.8% | $2,631+12.2% |
| Participant deferral / active EE | $7,745 | $4,242+82.6% | $5,107+51.7% | $4,212+83.9% |
| Admin fee / account holder | $1,085 | $8,989-87.9% | $12,068-91.0% | $7,344-85.2% |