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 | $42,209 | $45,035-6.3% | $62,995-33.0% | $70,131-39.8% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 11.34% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $646 | $2,051-68.5% | $2,759-76.6% | $2,342-72.4% |
| Participant deferral / active EE | $1,061 | $2,465-57.0% | $3,329-68.1% | $3,332-68.2% |
| Admin fee / account holder | $447 | $2,834-84.2% | $3,600-87.6% | $4,645-90.4% |