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 | $31,577 | $80,717-60.9% | $154,803-79.6% | $84,808-62.8% |
| Participation rate | 82.2% | 66.8%+15.4pp | 78.1%+4.1pp | 68.3%+13.9pp |
| Annual return | 27.03% | 37.96%-10.9pp | 58.88%-31.8pp | 40.90%-13.9pp |
| Employer contribution / active EE | $3,217 | $2,761+16.5% | $4,305-25.3% | $2,631+22.3% |
| Participant deferral / active EE | $3,582 | $3,303+8.4% | $5,540-35.4% | $4,212-15.0% |
| Admin fee / account holder | $689 | $6,746-89.8% | $14,329-95.2% | $7,344-90.6% |