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 | $21,370 | $73,933-71.1% | $96,683-77.9% | $75,163-71.6% |
| Participation rate | 92.4% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.2pp |
| Annual return | 16.72% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,763 | $2,928-39.8% | $3,737-52.8% | $2,670-34.0% |
| Participant deferral / active EE | $3,030 | $3,659-17.2% | $4,878-37.9% | $4,125-26.6% |
| Admin fee / account holder | $777 | $5,216-85.1% | $6,730-88.5% | $5,651-86.3% |