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 | $15,930 | $80,717-80.3% | $154,803-89.7% | $84,808-81.2% |
| Participation rate | 87.8% | 66.8%+21.0pp | 78.1%+9.7pp | 68.3%+19.5pp |
| Annual return | 18.53% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $528 | $2,761-80.9% | $4,305-87.7% | $2,631-79.9% |
| Participant deferral / active EE | $2,337 | $3,303-29.2% | $5,540-57.8% | $4,212-44.5% |
| Admin fee / account holder | $1,318 | $6,746-80.5% | $14,329-90.8% | $7,344-82.0% |