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 | $42,277 | $68,719-38.5% | $91,541-53.8% | $84,808-50.1% |
| Participation rate | 85.7% | 64.5%+21.2pp | 69.8%+15.9pp | 68.3%+17.4pp |
| Annual return | 17.14% | 19.12%-2.0pp | 20.50%-3.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,525 | $1,920-20.6% | $2,505-39.1% | $2,631-42.1% |
| Participant deferral / active EE | $2,003 | $3,136-36.1% | $4,008-50.0% | $4,212-52.4% |
| Admin fee / account holder | $3,116 | $5,786-46.2% | $6,956-55.2% | $7,344-57.6% |