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 6-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 | $23,108 | $81,460-71.6% | $103,333-77.6% | $80,856-71.4% |
| Participation rate | 76.0% | 66.8%+9.2pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 11.52% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,893 | $3,105-39.0% | $3,868-51.1% | $2,755-31.3% |
| Participant deferral / active EE | $3,895 | $3,869+0.7% | $5,057-23.0% | $4,296-9.3% |
| Admin fee / account holder | $1,706 | $6,566-74.0% | $8,355-79.6% | $6,918-75.3% |