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 | $41,134 | $63,355-35.1% | $91,989-55.3% | $72,985-43.6% |
| Participation rate | 72.0% | 72.5%-0.5pp | 78.6%-6.6pp | 69.5%+2.5pp |
| Annual return | 33.64% | 35.35%-1.7pp | 69.02%-35.4pp | 81.00%-47.4pp |
| Employer contribution / active EE | $2,485 | $2,116+17.5% | $3,452-28.0% | $2,440+1.8% |
| Participant deferral / active EE | $4,984 | $4,883+2.1% | $5,923-15.9% | $3,607+38.2% |
| Admin fee / account holder | $17,518 | $4,668+275.3% | $7,743+126.3% | $5,124+241.9% |