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 | $32,624 | $109,881-70.3% | $150,045-78.3% | $84,808-61.5% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 17.95% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,203 | $3,561-66.2% | $4,693-74.4% | $2,631-54.3% |
| Participant deferral / active EE | $3,960 | $6,636-40.3% | $7,997-50.5% | $4,212-6.0% |
| Admin fee / account holder | $2,299 | $8,568-73.2% | $13,435-82.9% | $7,344-68.7% |