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 | $31,251 | $80,717-61.3% | $154,803-79.8% | $84,808-63.2% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.2pp | 68.3%+25.9pp |
| Annual return | 15.21% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,211 | $2,761-56.1% | $4,305-71.9% | $2,631-54.0% |
| Participant deferral / active EE | $1,734 | $3,303-47.5% | $5,540-68.7% | $4,212-58.8% |
| Admin fee / account holder | $1,541 | $6,746-77.2% | $14,329-89.2% | $7,344-79.0% |