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 | $26,873 | $95,266-71.8% | $82,389-67.4% | $142,382-81.1% |
| Participation rate | 72.2% | 74.5%-2.2pp | 69.5%+2.7pp | 80.1%-7.9pp |
| Annual return | 16.75% | 25.74%-9.0pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,334 | $2,991-55.4% | $2,517-47.0% | $4,299-69.0% |
| Participant deferral / active EE | $1,728 | $4,809-64.1% | $4,155-58.4% | $6,507-73.5% |
| Admin fee / account holder | $463 | $8,563-94.6% | $7,231-93.6% | $12,624-96.3% |