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 | $39,730 | $94,625-58.0% | $116,228-65.8% | $84,808-53.2% |
| Participation rate | 85.1% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.8pp |
| Annual return | 15.09% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,706 | $2,347-27.3% | $2,994-43.0% | $2,631-35.2% |
| Participant deferral / active EE | $2,486 | $3,972-37.4% | $4,953-49.8% | $4,212-41.0% |
| Admin fee / account holder | $2,485 | $10,091-75.4% | $11,989-79.3% | $7,344-66.2% |