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 | $30,791 | $109,881-72.0% | $150,045-79.5% | $84,808-63.7% |
| Participation rate | 85.3% | 76.1%+9.2pp | 82.3%+3.0pp | 68.3%+17.0pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,886 | $3,561-47.1% | $4,693-59.8% | $2,631-28.3% |
| Participant deferral / active EE | $3,051 | $6,636-54.0% | $7,997-61.9% | $4,212-27.6% |
| Admin fee / account holder | $2,918 | $8,568-65.9% | $13,435-78.3% | $7,344-60.3% |