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 6-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 | $18,452 | $77,899-76.3% | $149,673-87.7% | $75,163-75.5% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 14.19% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,674 | $3,137-46.6% | $4,818-65.2% | $2,670-37.3% |
| Participant deferral / active EE | $2,962 | $3,411-13.2% | $5,680-47.9% | $4,125-28.2% |
| Admin fee / account holder | $1,446 | $5,956-75.7% | $13,210-89.1% | $5,651-74.4% |