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 | $41,316 | $89,355-53.8% | $141,162-70.7% | $72,985-43.4% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 24.21% | 111.85%-87.6pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $3,477 | $3,114+11.6% | $4,735-26.6% | $2,440+42.5% |
| Participant deferral / active EE | $8,517 | $5,418+57.2% | $6,709+27.0% | $3,607+136.1% |
| Admin fee / account holder | $3,985 | $5,958-33.1% | $10,261-61.2% | $5,124-22.2% |