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 | $58,294 | $109,881-46.9% | $150,045-61.1% | $84,808-31.3% |
| Participation rate | 91.2% | 76.1%+15.1pp | 82.3%+8.9pp | 68.3%+22.9pp |
| Annual return | 16.80% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,739 | $3,561-23.1% | $4,693-41.6% | $2,631+4.1% |
| Participant deferral / active EE | $7,353 | $6,636+10.8% | $7,997-8.1% | $4,212+74.6% |
| Admin fee / account holder | $3,905 | $8,568-54.4% | $13,435-70.9% | $7,344-46.8% |