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 | $33,791 | $72,492-53.4% | $87,100-61.2% | $72,985-53.7% |
| Participation rate | 95.3% | 72.8%+22.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 22.45% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,431 | $1,894-24.4% | $2,521-43.2% | $2,440-41.3% |
| Participant deferral / active EE | $2,585 | $3,270-20.9% | $4,049-36.2% | $3,607-28.4% |
| Admin fee / account holder | $452 | $5,055-91.1% | $7,497-94.0% | $5,124-91.2% |