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 7-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 | $20,732 | $52,279-60.3% | $89,391-76.8% | $79,858-74.0% |
| Participation rate | 73.5% | 57.5%+16.0pp | 68.0%+5.6pp | 69.6%+3.9pp |
| Annual return | 16.79% | 22.16%-5.4pp | 245.62%-228.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,386 | $1,572-11.8% | $2,586-46.4% | $2,471-43.9% |
| Participant deferral / active EE | $2,145 | $2,740-21.7% | $3,890-44.9% | $3,740-42.7% |
| Admin fee / account holder | $962 | $3,356-71.3% | $4,881-80.3% | $5,306-81.9% |