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 8-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 | $16,580 | $56,053-70.4% | $75,972-78.2% | $80,856-79.5% |
| Participation rate | 70.0% | 62.0%+8.0pp | 69.1%+0.9pp | 67.6%+2.4pp |
| Annual return | 24.41% | 20.53%+3.9pp | 359.55%-335.1pp | 35.59%-11.2pp |
| Employer contribution / active EE | $740 | $1,874-60.5% | $2,685-72.4% | $2,755-73.1% |
| Participant deferral / active EE | $2,031 | $3,052-33.5% | $4,255-52.3% | $4,296-52.7% |
| Admin fee / account holder | $466 | $5,234-91.1% | $6,467-92.8% | $6,918-93.3% |