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 | $17,519 | $57,065-69.3% | $75,670-76.8% | $70,131-75.0% |
| Participation rate | 93.1% | 68.1%+25.0pp | 72.3%+20.8pp | 69.5%+23.6pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,671 | $1,817-8.0% | $2,352-29.0% | $2,342-28.7% |
| Participant deferral / active EE | $2,423 | $2,580-6.1% | $3,142-22.9% | $3,332-27.3% |
| Admin fee / account holder | $350 | $3,825-90.8% | $5,800-94.0% | $4,645-92.5% |