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 | $15,860 | $57,016-72.2% | $84,966-81.3% | $80,856-80.4% |
| Participation rate | 89.8% | 56.3%+33.4pp | 67.5%+22.3pp | 67.6%+22.2pp |
| Annual return | 11.08% | 21.66%-10.6pp | 66.38%-55.3pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,592 | $1,798-11.4% | $2,727-41.6% | $2,755-42.2% |
| Participant deferral / active EE | $2,544 | $3,110-18.2% | $4,519-43.7% | $4,296-40.8% |
| Admin fee / account holder | $1,857 | $4,980-62.7% | $6,149-69.8% | $6,918-73.2% |