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 8-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 | $29,910 | $80,717-62.9% | $154,803-80.7% | $84,808-64.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.56% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,252 | $2,761-54.6% | $4,305-70.9% | $2,631-52.4% |
| Participant deferral / active EE | $3,016 | $3,303-8.7% | $5,540-45.6% | $4,212-28.4% |
| Admin fee / account holder | $1,181 | $6,746-82.5% | $14,329-91.8% | $7,344-83.9% |