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 | $17,911 | $81,248-78.0% | $155,509-88.5% | $80,856-77.8% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 11.91% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,928 | $3,100-37.8% | $4,672-58.7% | $2,755-30.0% |
| Participant deferral / active EE | $1,816 | $3,452-47.4% | $5,626-67.7% | $4,296-57.7% |
| Admin fee / account holder | $2,424 | $7,997-69.7% | $15,912-84.8% | $6,918-65.0% |