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 | $21,128 | $81,248-74.0% | $155,509-86.4% | $80,856-73.9% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 16.41% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,096 | $3,100-32.4% | $4,672-55.1% | $2,755-23.9% |
| Participant deferral / active EE | $3,722 | $3,452+7.8% | $5,626-33.9% | $4,296-13.4% |
| Admin fee / account holder | $3,177 | $7,997-60.3% | $15,912-80.0% | $6,918-54.1% |