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 | $21,858 | $58,208-62.4% | $81,812-73.3% | $80,856-73.0% |
| Participation rate | 94.6% | 63.4%+31.2pp | 72.3%+22.3pp | 67.6%+27.0pp |
| Annual return | 17.51% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,743 | $2,340-25.5% | $2,912-40.1% | $2,755-36.7% |
| Participant deferral / active EE | $4,917 | $3,281+49.9% | $4,319+13.9% | $4,296+14.5% |
| Admin fee / account holder | $2,645 | $4,981-46.9% | $7,386-64.2% | $6,918-61.8% |