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 | $48,180 | $54,762-12.0% | $90,281-46.6% | $72,985-34.0% |
| Participation rate | 92.0% | 65.1%+26.9pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 16.87% | 30.63%-13.8pp | 78.10%-61.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,545 | $2,092-26.1% | $2,854-45.9% | $2,440-36.7% |
| Participant deferral / active EE | $1,586 | $2,887-45.1% | $3,885-59.2% | $3,607-56.0% |
| Admin fee / account holder | $1,757 | $3,972-55.8% | $5,351-67.2% | $5,124-65.7% |