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 | $44,241 | $76,367-42.1% | $93,606-52.7% | $72,985-39.4% |
| Participation rate | 84.8% | 71.7%+13.0pp | 75.8%+9.0pp | 69.5%+15.3pp |
| Annual return | 23.89% | 25.82%-1.9pp | 32.76%-8.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,596 | $3,538+58.2% | $4,069+37.5% | $3,607+55.1% |
| Admin fee / account holder | $1,611 | $6,838-76.4% | $7,888-79.6% | $5,124-68.6% |