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 | $35,970 | $65,685-45.2% | $57,179-37.1% | $273,961-86.9% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 5.84% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,026 | $3,279+22.8% | $2,682+50.1% | $4,869-17.3% |
| Participant deferral / active EE | $1,030 | $3,782-72.8% | $3,096-66.7% | $5,287-80.5% |
| Admin fee / account holder | $1,123 | $4,835-76.8% | $3,139-64.2% | $10,132-88.9% |