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 | $22,208 | $80,717-72.5% | $154,803-85.7% | $84,808-73.8% |
| Participation rate | 92.8% | 66.8%+25.9pp | 78.1%+14.7pp | 68.3%+24.4pp |
| Annual return | 16.75% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,066 | $2,761-25.2% | $4,305-52.0% | $2,631-21.5% |
| Participant deferral / active EE | $3,059 | $3,303-7.4% | $5,540-44.8% | $4,212-27.4% |
| Admin fee / account holder | $2,768 | $6,746-59.0% | $14,329-80.7% | $7,344-62.3% |