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 | $18,028 | $51,175-64.8% | $70,515-74.4% | $75,163-76.0% |
| Participation rate | 92.9% | 60.9%+31.9pp | 68.3%+24.5pp | 67.2%+25.7pp |
| Annual return | 17.60% | 30.02%-12.4pp | 32.77%-15.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $791 | $1,826-56.7% | $2,973-73.4% | $2,670-70.4% |
| Participant deferral / active EE | $2,631 | $2,849-7.7% | $4,567-42.4% | $4,125-36.2% |
| Admin fee / account holder | $1,961 | $4,091-52.1% | $6,412-69.4% | $5,651-65.3% |