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 | $18,610 | $65,365-71.5% | $92,893-80.0% | $72,985-74.5% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 23.50% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,578 | $2,594-39.2% | $3,653-56.8% | $2,440-35.3% |
| Participant deferral / active EE | $3,230 | $3,128+3.3% | $4,236-23.7% | $3,607-10.5% |
| Admin fee / account holder | $1,627 | $4,251-61.7% | $5,794-71.9% | $5,124-68.2% |