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 | $38,521 | $59,839-35.6% | $81,983-53.0% | $79,858-51.8% |
| Participation rate | 77.3% | 61.6%+15.7pp | 69.2%+8.1pp | 69.6%+7.7pp |
| Annual return | 14.78% | 17.56%-2.8pp | 41.31%-26.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $334 | $1,713-80.5% | $2,498-86.6% | $2,471-86.5% |
| Participant deferral / active EE | $1,653 | $2,695-38.7% | $3,722-55.6% | $3,740-55.8% |
| Admin fee / account holder | $2,228 | $4,287-48.0% | $5,664-60.7% | $5,306-58.0% |