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 | $45,224 | $78,705-42.5% | $117,854-61.6% | $70,131-35.5% |
| Participation rate | 77.3% | 73.2%+4.1pp | 79.7%-2.4pp | 69.5%+7.7pp |
| Annual return | 27.07% | 23.30%+3.8pp | 335.08%-308.0pp | 73.14%-46.1pp |
| Employer contribution / active EE | $2,861 | $2,223+28.7% | $3,786-24.4% | $2,342+22.2% |
| Participant deferral / active EE | $4,598 | $3,297+39.4% | $4,482+2.6% | $3,332+38.0% |
| Admin fee / account holder | $1,096 | $5,065-78.4% | $8,020-86.3% | $4,645-76.4% |