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 | $63,153 | $64,480-2.1% | $81,382-22.4% | $80,856-21.9% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.6%+22.4pp |
| Annual return | 11.11% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,012 | $1,978+52.2% | $2,463+22.3% | $2,755+9.3% |
| Participant deferral / active EE | $7,295 | $3,094+135.8% | $3,883+87.9% | $4,296+69.8% |
| Admin fee / account holder | $1,129 | $5,671-80.1% | $5,768-80.4% | $6,918-83.7% |