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 | $56,362 | $76,552-26.4% | $123,892-54.5% | $62,891-10.4% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 15.17% | 18.68%-3.5pp | 47.52%-32.3pp | 20.14%-5.0pp |
| Employer contribution / active EE | $1,549 | $2,883-46.3% | $4,617-66.4% | $2,281-32.1% |
| Participant deferral / active EE | $7,662 | $4,840+58.3% | $5,984+28.0% | $3,203+139.2% |
| Admin fee / account holder | $3,744 | $4,826-22.4% | $8,357-55.2% | $4,296-12.8% |