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 | $81,233-74.0% | $155,567-86.4% | $80,874-73.9% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 16.41% | 33.33%-16.9pp | 64.74%-48.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,096 | $3,101-32.4% | $4,674-55.2% | $2,756-23.9% |
| Participant deferral / active EE | $3,722 | $3,452+7.8% | $5,628-33.9% | $4,297-13.4% |
| Admin fee / account holder | $3,177 | $7,998-60.3% | $15,916-80.0% | $6,935-54.2% |