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 | $22,010 | $80,717-72.7% | $154,803-85.8% | $84,808-74.0% |
| Participation rate | 73.8% | 66.8%+7.0pp | 78.1%-4.2pp | 68.3%+5.5pp |
| Annual return | 13.84% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,013 | $2,761-63.3% | $4,305-76.5% | $2,631-61.5% |
| Participant deferral / active EE | $2,724 | $3,303-17.5% | $5,540-50.8% | $4,212-35.3% |
| Admin fee / account holder | $5,603 | $6,746-16.9% | $14,329-60.9% | $7,344-23.7% |