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 | $48,945 | $58,828-16.8% | $77,999-37.2% | $62,891-22.2% |
| Participation rate | 84.0% | 71.1%+12.9pp | 75.5%+8.5pp | 69.3%+14.7pp |
| Annual return | 7.43% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $574 | $1,672-65.7% | $2,470-76.8% | $2,281-74.9% |
| Participant deferral / active EE | $3,207 | $2,686+19.4% | $3,497-8.3% | $3,203+0.1% |
| Admin fee / account holder | $3,166 | $4,393-27.9% | $5,480-42.2% | $4,296-26.3% |