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 | $43,604 | $81,446-46.5% | $103,374-57.8% | $80,874-46.1% |
| Participation rate | 96.0% | 66.9%+29.1pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 15.56% | 25.57%-10.0pp | 24.89%-9.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $1,847 | $3,107-40.6% | $3,869-52.3% | $2,756-33.0% |
| Participant deferral / active EE | $3,955 | $3,870+2.2% | $5,058-21.8% | $4,297-8.0% |
| Admin fee / account holder | $5,026 | $6,715-25.1% | $8,394-40.1% | $6,935-27.5% |