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 | $15,794 | $70,669-77.7% | $169,368-90.7% | $75,163-79.0% |
| Participation rate | 93.3% | 64.8%+28.5pp | 77.1%+16.2pp | 67.2%+26.1pp |
| Annual return | 17.73% | 36.36%-18.6pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,017 | $2,211-54.0% | $4,013-74.6% | $2,670-61.9% |
| Participant deferral / active EE | $2,232 | $4,311-48.2% | $6,221-64.1% | $4,125-45.9% |
| Admin fee / account holder | $652 | $5,402-87.9% | $9,003-92.8% | $5,651-88.5% |