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 8-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 | $47,246 | $95,453-50.5% | $112,040-57.8% | $82,448-42.7% |
| Participation rate | 90.2% | 72.8%+17.4pp | 76.5%+13.7pp | 68.1%+22.1pp |
| Annual return | 13.11% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,483 | $2,318-36.0% | $2,954-49.8% | $2,551-41.9% |
| Participant deferral / active EE | $3,352 | $4,224-20.6% | $5,098-34.2% | $4,139-19.0% |
| Admin fee / account holder | $3,983 | $9,013-55.8% | $12,098-67.1% | $7,234-44.9% |