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 | $37,613 | $73,933-49.1% | $96,683-61.1% | $75,163-50.0% |
| Participation rate | 71.9% | 66.4%+5.5pp | 74.3%-2.5pp | 67.2%+4.7pp |
| Annual return | 13.35% | 26.70%-13.4pp | 35.69%-22.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,515 | $2,928-14.1% | $3,737-32.7% | $2,670-5.8% |
| Participant deferral / active EE | $3,729 | $3,659+1.9% | $4,878-23.6% | $4,125-9.6% |
| Admin fee / account holder | $457 | $5,216-91.2% | $6,730-93.2% | $5,651-91.9% |