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 | $26,072 | $54,762-52.4% | $90,281-71.1% | $72,985-64.3% |
| Participation rate | 98.4% | 65.1%+33.3pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 17.97% | 30.63%-12.7pp | 78.10%-60.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $921 | $2,092-56.0% | $2,854-67.7% | $2,440-62.3% |
| Participant deferral / active EE | $1,664 | $2,887-42.4% | $3,885-57.2% | $3,607-53.9% |
| Admin fee / account holder | $629 | $3,972-84.2% | $5,351-88.2% | $5,124-87.7% |