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 | $21,835 | $65,685-66.8% | $57,179-61.8% | $273,961-92.0% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 5.43% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,114 | $3,279-35.5% | $2,682-21.2% | $4,869-56.6% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,923 | $4,835-60.2% | $3,139-38.7% | $10,132-81.0% |