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 | $23,972 | $58,512-59.0% | $84,015-71.5% | $72,985-67.2% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 16.59% | 28.93%-12.3pp | 71.31%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,242 | $1,163+6.8% | $1,983-37.4% | $2,440-49.1% |
| Participant deferral / active EE | $2,696 | $2,394+12.6% | $3,239-16.7% | $3,607-25.3% |
| Admin fee / account holder | $15,801 | $4,569+245.8% | $6,101+159.0% | $5,124+208.3% |