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 7-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 | $18,358 | $56,053-67.2% | $75,972-75.8% | $80,856-77.3% |
| Participation rate | 76.0% | 62.0%+14.0pp | 69.1%+6.9pp | 67.6%+8.4pp |
| Annual return | 12.93% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $843 | $1,874-55.0% | $2,685-68.6% | $2,755-69.4% |
| Participant deferral / active EE | $2,207 | $3,052-27.7% | $4,255-48.1% | $4,296-48.6% |
| Admin fee / account holder | $6,155 | $5,234+17.6% | $6,467-4.8% | $6,918-11.0% |