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 | $46,929 | $60,022-21.8% | $88,946-47.2% | $84,808-44.7% |
| Participation rate | 88.0% | 57.8%+30.2pp | 68.8%+19.2pp | 68.3%+19.7pp |
| Annual return | 17.72% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,307 | $1,703+94.2% | $2,555+29.4% | $2,631+25.7% |
| Participant deferral / active EE | $5,885 | $3,114+89.0% | $4,581+28.5% | $4,212+39.7% |
| Admin fee / account holder | $9,349 | $4,811+94.3% | $8,261+13.2% | $7,344+27.3% |