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 | $75,776 | $60,022+26.2% | $88,946-14.8% | $84,808-10.6% |
| Participation rate | 89.7% | 57.8%+31.9pp | 68.8%+20.8pp | 68.3%+21.4pp |
| Annual return | 18.85% | 22.43%-3.6pp | 57.82%-39.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,699 | $1,703-0.2% | $2,555-33.5% | $2,631-35.4% |
| Participant deferral / active EE | $3,274 | $3,114+5.2% | $4,581-28.5% | $4,212-22.3% |
| Admin fee / account holder | $2,526 | $4,811-47.5% | $8,261-69.4% | $7,344-65.6% |