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 | $12,470 | $57,016-78.1% | $84,966-85.3% | $80,856-84.6% |
| Participation rate | 75.9% | 56.3%+19.5pp | 67.5%+8.4pp | 67.6%+8.2pp |
| Annual return | 15.42% | 21.66%-6.2pp | 66.38%-51.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,965 | $1,798+9.3% | $2,727-27.9% | $2,755-28.7% |
| Participant deferral / active EE | $2,890 | $3,110-7.1% | $4,519-36.1% | $4,296-32.7% |
| Admin fee / account holder | $535 | $4,980-89.3% | $6,149-91.3% | $6,918-92.3% |