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 8-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 | $51,226 | $95,803-46.5% | $113,168-54.7% | $84,808-39.6% |
| Participation rate | 79.3% | 72.9%+6.4pp | 76.6%+2.7pp | 68.3%+11.0pp |
| Annual return | 18.69% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,403 | $2,360+1.8% | $2,975-19.2% | $2,631-8.7% |
| Participant deferral / active EE | $4,486 | $4,242+5.8% | $5,107-12.2% | $4,212+6.5% |
| Admin fee / account holder | $751 | $8,989-91.6% | $12,068-93.8% | $7,344-89.8% |