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 | $46,031 | $59,839-23.1% | $81,983-43.9% | $79,858-42.4% |
| Participation rate | 72.0% | 61.6%+10.4pp | 69.2%+2.8pp | 69.6%+2.4pp |
| Annual return | 12.50% | 17.56%-5.1pp | 41.31%-28.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $8,608 | $1,713+402.4% | $2,498+244.6% | $2,471+248.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,672 | $4,287+78.9% | $5,664+35.5% | $5,306+44.6% |