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 | $66,098 | $101,724-35.0% | $164,813-59.9% | $80,856-18.3% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.6%+17.0pp |
| Annual return | 22.72% | 16.72%+6.0pp | 69.93%-47.2pp | 35.59%-12.9pp |
| Employer contribution / active EE | $1,436 | $2,953-51.4% | $4,341-66.9% | $2,755-47.9% |
| Participant deferral / active EE | $4,028 | $4,477-10.0% | $6,031-33.2% | $4,296-6.2% |
| Admin fee / account holder | $5,812 | $8,227-29.4% | $12,690-54.2% | $6,918-16.0% |