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 | $50,370 | $48,076+4.8% | $78,689-36.0% | $62,891-19.9% |
| Participation rate | 91.9% | 65.2%+26.7pp | 73.6%+18.3pp | 69.3%+22.6pp |
| Annual return | 9.71% | 31.35%-21.6pp | 62.18%-52.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $4,132 | $2,015+105.1% | $2,851+44.9% | $2,281+81.2% |
| Participant deferral / active EE | $7,119 | $2,588+175.1% | $3,517+102.4% | $3,203+122.3% |
| Admin fee / account holder | $13,625 | $3,207+324.8% | $4,510+202.1% | $4,296+217.2% |