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 | $47,948 | $127,065-62.3% | $113,168-57.6% | $142,382-66.3% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 16.59% | 24.03%-7.4pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,244 | $3,442-34.8% | $2,975-24.6% | $4,299-47.8% |
| Participant deferral / active EE | $4,483 | $5,716-21.6% | $5,107-12.2% | $6,507-31.1% |
| Admin fee / account holder | $9,394 | $15,736-40.3% | $12,068-22.2% | $12,624-25.6% |