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 | $16,464 | $57,541-71.4% | $95,745-82.8% | $75,163-78.1% |
| Participation rate | 94.6% | 62.5%+32.1pp | 72.3%+22.3pp | 67.2%+27.4pp |
| Annual return | 24.85% | 34.93%-10.1pp | 28.35%-3.5pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,387 | $1,808-23.3% | $2,835-51.1% | $2,670-48.1% |
| Participant deferral / active EE | $2,937 | $3,074-4.5% | $4,245-30.8% | $4,125-28.8% |
| Admin fee / account holder | $555 | $4,099-86.5% | $5,678-90.2% | $5,651-90.2% |