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 | $84,655 | $109,413-22.6% | $156,263-45.8% | $84,808-0.2% |
| Participation rate | 98.8% | 72.7%+26.1pp | 78.9%+19.9pp | 68.3%+30.5pp |
| Annual return | 17.83% | 20.18%-2.4pp | 59.47%-41.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,503 | $2,907-48.3% | $4,333-65.3% | $2,631-42.9% |
| Participant deferral / active EE | $9,762 | $4,590+112.7% | $6,158+58.5% | $4,212+131.8% |
| Admin fee / account holder | $8,560 | $9,357-8.5% | $14,255-40.0% | $7,344+16.6% |