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 9-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 | $26,714 | $77,503-65.5% | $100,391-73.4% | $80,856-67.0% |
| Participation rate | 82.8% | 76.9%+5.8pp | 81.5%+1.3pp | 67.6%+15.1pp |
| Annual return | 12.73% | 37.20%-24.5pp | 49.20%-36.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,429 | $2,801-49.0% | $3,942-63.7% | $2,755-48.1% |
| Participant deferral / active EE | $3,411 | $6,820-50.0% | $8,082-57.8% | $4,296-20.6% |
| Admin fee / account holder | $1,276 | $5,897-78.4% | $7,899-83.8% | $6,918-81.6% |