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 | $87,037-21.5% | $106,201-35.6% | $80,874-15.5% |
| Participation rate | 98.5% | 70.4%+28.0pp | 75.3%+23.2pp | 67.6%+30.8pp |
| Annual return | 11.92% | 17.05%-5.1pp | 116.26%-104.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,253 | $2,396-6.0% | $3,170-28.9% | $2,756-18.2% |
| Participant deferral / active EE | $3,641 | $3,986-8.7% | $5,012-27.4% | $4,297-15.3% |
| Admin fee / account holder | $2,268 | $8,434-73.1% | $11,039-79.5% | $6,935-67.3% |