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 8-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 | $20,439 | $74,927-72.7% | $101,794-79.9% | $84,808-75.9% |
| Participation rate | 82.4% | 61.4%+21.0pp | 69.2%+13.2pp | 68.3%+14.0pp |
| Annual return | 16.03% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,398 | $1,522-8.1% | $2,289-38.9% | $2,631-46.8% |
| Participant deferral / active EE | $2,323 | $3,099-25.0% | $4,084-43.1% | $4,212-44.8% |
| Admin fee / account holder | $2,719 | $6,514-58.3% | $8,777-69.0% | $7,344-63.0% |