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 | $21,936 | $54,705-59.9% | $71,209-69.2% | $84,808-74.1% |
| Participation rate | 79.8% | 64.1%+15.7pp | 73.8%+6.0pp | 68.3%+11.5pp |
| Annual return | 27.43% | 35.90%-8.5pp | 282.51%-255.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $2,239 | $2,158+3.8% | $2,721-17.7% | $2,631-14.9% |
| Participant deferral / active EE | $3,901 | $3,030+28.7% | $4,175-6.6% | $4,212-7.4% |
| Admin fee / account holder | $2,250 | $4,863-53.7% | $5,349-57.9% | $7,344-69.4% |