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 | $68,362 | $87,013-21.4% | $106,213-35.6% | $80,856-15.5% |
| Participation rate | 98.5% | 70.4%+28.0pp | 75.3%+23.2pp | 67.6%+30.8pp |
| Annual return | 11.92% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,253 | $2,395-5.9% | $3,171-28.9% | $2,755-18.2% |
| Participant deferral / active EE | $3,641 | $3,986-8.7% | $5,016-27.4% | $4,296-15.2% |
| Admin fee / account holder | $2,268 | $8,431-73.1% | $11,033-79.4% | $6,918-67.2% |