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 | $20,623 | $81,248-74.6% | $155,509-86.7% | $80,856-74.5% |
| Participation rate | 70.7% | 66.2%+4.5pp | 78.2%-7.5pp | 67.6%+3.1pp |
| Annual return | 11.02% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,808 | $3,100-41.7% | $4,672-61.3% | $2,755-34.4% |
| Participant deferral / active EE | $3,444 | $3,452-0.2% | $5,626-38.8% | $4,296-19.8% |
| Admin fee / account holder | $2,777 | $7,997-65.3% | $15,912-82.5% | $6,918-59.9% |