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 6-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 | $17,043 | $81,248-79.0% | $155,509-89.0% | $80,856-78.9% |
| Participation rate | 97.6% | 66.2%+31.4pp | 78.2%+19.4pp | 67.6%+30.0pp |
| Annual return | 13.27% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,779 | $3,100-42.6% | $4,672-61.9% | $2,755-35.4% |
| Participant deferral / active EE | $2,710 | $3,452-21.5% | $5,626-51.8% | $4,296-36.9% |
| Admin fee / account holder | $1,121 | $7,997-86.0% | $15,912-93.0% | $6,918-83.8% |