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 | $24,229 | $77,314-68.7% | $177,989-86.4% | $80,856-70.0% |
| Participation rate | 89.3% | 65.7%+23.6pp | 77.1%+12.2pp | 67.6%+21.7pp |
| Annual return | 17.09% | 18.09%-1.0pp | 294.48%-277.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,985 | $2,292-13.4% | $3,949-49.7% | $2,755-28.0% |
| Participant deferral / active EE | $2,600 | $4,411-41.1% | $6,276-58.6% | $4,296-39.5% |
| Admin fee / account holder | $2,314 | $7,191-67.8% | $10,363-77.7% | $6,918-66.5% |