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 | $35,973 | $71,050-49.4% | $93,606-61.6% | $80,856-55.5% |
| Participation rate | 75.5% | 60.4%+15.1pp | 68.7%+6.8pp | 67.6%+7.9pp |
| Annual return | 11.34% | 11.26%+0.1pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,700 | $1,564+8.7% | $2,420-29.7% | $2,755-38.3% |
| Participant deferral / active EE | $3,068 | $4,034-23.9% | $4,411-30.4% | $4,296-28.6% |
| Admin fee / account holder | $1,937 | $6,945-72.1% | $8,285-76.6% | $6,918-72.0% |