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 | $78,004 | $89,355-12.7% | $141,162-44.7% | $72,985+6.9% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.5%+7.4pp | 69.5%+20.3pp |
| Annual return | 23.91% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,824 | $3,114-9.3% | $4,735-40.4% | $2,440+15.8% |
| Participant deferral / active EE | $5,511 | $5,418+1.7% | $6,709-17.9% | $3,607+52.8% |
| Admin fee / account holder | $567 | $5,958-90.5% | $10,261-94.5% | $5,124-88.9% |