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 | $69,069 | $77,503-10.9% | $100,391-31.2% | $80,856-14.6% |
| Participation rate | 94.3% | 76.9%+17.3pp | 81.5%+12.8pp | 67.6%+26.6pp |
| Annual return | 15.87% | 37.20%-21.3pp | 49.20%-33.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $9,587 | $2,801+242.3% | $3,942+143.2% | $2,755+248.0% |
| Participant deferral / active EE | $3,439 | $6,820-49.6% | $8,082-57.4% | $4,296-19.9% |
| Admin fee / account holder | $3,226 | $5,897-45.3% | $7,899-59.2% | $6,918-53.4% |