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 | $19,338 | $60,022-67.8% | $88,946-78.3% | $84,808-77.2% |
| Participation rate | 89.7% | 57.8%+31.9pp | 68.8%+20.9pp | 68.3%+21.4pp |
| Annual return | 15.53% | 22.43%-6.9pp | 57.82%-42.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,582 | $1,703-7.1% | $2,555-38.1% | $2,631-39.9% |
| Participant deferral / active EE | $3,473 | $3,114+11.6% | $4,581-24.2% | $4,212-17.5% |
| Admin fee / account holder | $1,294 | $4,811-73.1% | $8,261-84.3% | $7,344-82.4% |