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 | $15,698 | $50,972-69.2% | $88,538-82.3% | $72,985-78.5% |
| Participation rate | 89.3% | 63.4%+25.9pp | 68.7%+20.5pp | 69.5%+19.8pp |
| Annual return | 27.68% | 29.62%-1.9pp | 43.64%-16.0pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,417 | $1,475-3.9% | $2,098-32.5% | $2,440-41.9% |
| Participant deferral / active EE | $3,108 | $2,230+39.4% | $2,914+6.7% | $3,607-13.8% |
| Admin fee / account holder | $859 | $3,230-73.4% | $4,310-80.1% | $5,124-83.2% |