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 | $37,312 | $49,227-24.2% | $70,449-47.0% | $79,858-53.3% |
| Participation rate | 96.7% | 69.2%+27.5pp | 75.1%+21.6pp | 69.6%+27.0pp |
| Annual return | 13.76% | 30.06%-16.3pp | 109.03%-95.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,795 | $2,768+1.0% | $3,709-24.6% | $3,740-25.3% |
| Admin fee / account holder | $2,682 | $2,878-6.8% | $3,845-30.2% | $5,306-49.5% |