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 | $64,148 | $109,881-41.6% | $150,045-57.2% | $84,808-24.4% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 14.68% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,102 | $3,561-41.0% | $4,693-55.2% | $2,631-20.1% |
| Participant deferral / active EE | $6,617 | $6,636-0.3% | $7,997-17.3% | $4,212+57.1% |
| Admin fee / account holder | $7,624 | $8,568-11.0% | $13,435-43.2% | $7,344+3.8% |