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 | $52,839 | $65,365-19.2% | $92,893-43.1% | $72,985-27.6% |
| Participation rate | 97.0% | 68.3%+28.7pp | 76.0%+21.0pp | 69.5%+27.5pp |
| Annual return | 22.62% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,974 | $2,594-23.9% | $3,653-46.0% | $2,440-19.1% |
| Participant deferral / active EE | $2,453 | $3,128-21.6% | $4,236-42.1% | $3,607-32.0% |
| Admin fee / account holder | $1,971 | $4,251-53.6% | $5,794-66.0% | $5,124-61.5% |