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 | $28,689 | $80,717-64.5% | $154,803-81.5% | $84,808-66.2% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 18.32% | 37.96%-19.6pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,534 | $2,761-44.4% | $4,305-64.4% | $2,631-41.7% |
| Participant deferral / active EE | $3,127 | $3,303-5.3% | $5,540-43.6% | $4,212-25.8% |
| Admin fee / account holder | $1,625 | $6,746-75.9% | $14,329-88.7% | $7,344-77.9% |