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 | $22,629 | $58,627-61.4% | $76,735-70.5% | $82,448-72.6% |
| Participation rate | 82.7% | 63.2%+19.5pp | 69.5%+13.2pp | 68.1%+14.6pp |
| Annual return | 19.66% | 39.10%-19.4pp | 29.77%-10.1pp | 41.64%-22.0pp |
| Employer contribution / active EE | $500 | $1,729-71.1% | $2,454-79.6% | $2,551-80.4% |
| Participant deferral / active EE | $3,510 | $3,134+12.0% | $4,088-14.1% | $4,139-15.2% |
| Admin fee / account holder | $1,003 | $5,323-81.2% | $7,189-86.0% | $7,234-86.1% |