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 | $42,065 | $117,859-64.3% | $102,438-58.9% | $145,959-71.2% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 9.35% | 31.72%-22.4pp | 29.37%-20.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,203 | $3,615-39.1% | $3,024-27.1% | $4,661-52.7% |
| Participant deferral / active EE | $2,317 | $5,732-59.6% | $5,054-54.2% | $6,689-65.4% |
| Admin fee / account holder | $6,678 | $13,318-49.9% | $9,448-29.3% | $13,398-50.2% |