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 6-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 | $23,134 | $81,460-71.6% | $103,333-77.6% | $80,856-71.4% |
| Participation rate | 76.7% | 66.8%+9.9pp | 74.5%+2.2pp | 67.6%+9.1pp |
| Annual return | 13.61% | 25.55%-11.9pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,769 | $3,105-43.0% | $3,868-54.3% | $2,755-35.8% |
| Participant deferral / active EE | $2,323 | $3,869-40.0% | $5,057-54.1% | $4,296-45.9% |
| Admin fee / account holder | $2,562 | $6,566-61.0% | $8,355-69.3% | $6,918-63.0% |