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 | $26,338 | $58,512-55.0% | $84,015-68.7% | $72,985-63.9% |
| Participation rate | 93.6% | 61.2%+32.4pp | 69.0%+24.6pp | 69.5%+24.1pp |
| Annual return | 22.04% | 28.93%-6.9pp | 71.31%-49.3pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,217 | $1,163+4.7% | $1,983-38.6% | $2,440-50.1% |
| Participant deferral / active EE | $2,356 | $2,394-1.6% | $3,239-27.3% | $3,607-34.7% |
| Admin fee / account holder | $304 | $4,569-93.3% | $6,101-95.0% | $5,124-94.1% |