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 | $16,976 | $60,022-71.7% | $88,946-80.9% | $84,808-80.0% |
| Participation rate | 71.4% | 57.8%+13.6pp | 68.8%+2.6pp | 68.3%+3.1pp |
| Annual return | 15.90% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,825 | $1,703+7.2% | $2,555-28.6% | $2,631-30.6% |
| Participant deferral / active EE | $3,492 | $3,114+12.1% | $4,581-23.8% | $4,212-17.1% |
| Admin fee / account holder | $1,053 | $4,811-78.1% | $8,261-87.3% | $7,344-85.7% |