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 | $19,314 | $71,050-72.8% | $93,606-79.4% | $80,856-76.1% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.6%+18.5pp |
| Annual return | 10.65% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,378 | $1,564-11.9% | $2,420-43.1% | $2,755-50.0% |
| Participant deferral / active EE | $2,128 | $4,034-47.2% | $4,411-51.8% | $4,296-50.5% |
| Admin fee / account holder | $3,630 | $6,945-47.7% | $8,285-56.2% | $6,918-47.5% |