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 | $37,336 | $72,277-48.3% | $101,248-63.1% | $79,858-53.2% |
| Participation rate | 79.3% | 68.5%+10.9pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | 21.06% | 22.30%-1.2pp | 46.47%-25.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,531 | $2,692-6.0% | $3,660-30.8% | $2,471+2.4% |
| Participant deferral / active EE | $5,536 | $3,282+68.7% | $4,370+26.7% | $3,740+48.0% |
| Admin fee / account holder | $534 | $4,400-87.9% | $5,945-91.0% | $5,306-89.9% |