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 | $27,017 | $54,705-50.6% | $71,209-62.1% | $84,808-68.1% |
| Participation rate | 83.0% | 64.1%+18.9pp | 73.8%+9.3pp | 68.3%+14.7pp |
| Annual return | 18.05% | 35.90%-17.8pp | 282.51%-264.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,181 | $3,030+38.0% | $4,175+0.1% | $4,212-0.7% |
| Admin fee / account holder | $979 | $4,863-79.9% | $5,349-81.7% | $7,344-86.7% |