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 7-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 | $19,365 | $68,719-71.8% | $91,541-78.8% | $84,808-77.2% |
| Participation rate | 89.7% | 64.5%+25.2pp | 69.8%+19.9pp | 68.3%+21.4pp |
| Annual return | 21.81% | 19.12%+2.7pp | 20.50%+1.3pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,472 | $1,920-23.3% | $2,505-41.2% | $2,631-44.1% |
| Participant deferral / active EE | $2,331 | $3,136-25.7% | $4,008-41.8% | $4,212-44.7% |
| Admin fee / account holder | $1,178 | $5,786-79.7% | $6,956-83.1% | $7,344-84.0% |