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 | $75,974 | $39,122+94.2% | $57,179+32.9% | $62,891+20.8% |
| Participation rate | 97.2% | 70.5%+26.7pp | 75.3%+21.9pp | 69.3%+27.9pp |
| Annual return | 5.58% | 9.23%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,384 | $1,874-26.2% | $2,682-48.4% | $2,281-39.3% |
| Participant deferral / active EE | $3,494 | $2,374+47.2% | $3,096+12.8% | $3,203+9.1% |
| Admin fee / account holder | $817 | $2,592-68.5% | $3,139-74.0% | $4,296-81.0% |