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 | $39,254 | $81,248-51.7% | $155,509-74.8% | $80,856-51.5% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 11.20% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,529 | $3,100-50.7% | $4,672-67.3% | $2,755-44.5% |
| Participant deferral / active EE | $4,515 | $3,452+30.8% | $5,626-19.8% | $4,296+5.1% |
| Admin fee / account holder | $7,288 | $7,997-8.9% | $15,912-54.2% | $6,918+5.4% |