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 | $37,779 | $80,717-53.2% | $154,803-75.6% | $84,808-55.5% |
| Participation rate | 78.8% | 66.8%+12.0pp | 78.1%+0.8pp | 68.3%+10.5pp |
| Annual return | 15.38% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $774 | $2,761-72.0% | $4,305-82.0% | $2,631-70.6% |
| Participant deferral / active EE | $1,663 | $3,303-49.6% | $5,540-70.0% | $4,212-60.5% |
| Admin fee / account holder | $2,676 | $6,746-60.3% | $14,329-81.3% | $7,344-63.6% |