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 | $23,873 | $60,892-60.8% | $82,389-71.0% | $84,808-71.9% |
| Participation rate | 85.7% | 63.3%+22.4pp | 69.5%+16.2pp | 68.3%+17.4pp |
| Annual return | 14.70% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,421 | $1,779+36.1% | $2,517-3.8% | $2,631-8.0% |
| Participant deferral / active EE | $4,165 | $3,179+31.0% | $4,155+0.3% | $4,212-1.1% |
| Admin fee / account holder | $4,858 | $5,467-11.1% | $7,231-32.8% | $7,344-33.8% |