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 | $106,816 | $55,706+91.7% | $75,886+40.8% | $72,985+46.4% |
| Participation rate | 74.1% | 61.1%+12.9pp | 69.3%+4.8pp | 69.5%+4.6pp |
| Annual return | 23.59% | 27.59%-4.0pp | 30.76%-7.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,775 | $1,687+5.3% | $2,500-29.0% | $2,440-27.2% |
| Participant deferral / active EE | $3,936 | $2,634+49.4% | $3,603+9.2% | $3,607+9.1% |
| Admin fee / account holder | $557 | $3,978-86.0% | $5,418-89.7% | $5,124-89.1% |