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 | $46,642 | $65,365-28.6% | $92,893-49.8% | $72,985-36.1% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 19.19% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,936 | $2,594-25.4% | $3,653-47.0% | $2,440-20.6% |
| Participant deferral / active EE | $6,828 | $3,128+118.3% | $4,236+61.2% | $3,607+89.3% |
| Admin fee / account holder | $6,600 | $4,251+55.2% | $5,794+13.9% | $5,124+28.8% |