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 7-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 | $19,654 | $46,553-57.8% | $64,056-69.3% | $75,163-73.9% |
| Participation rate | 85.3% | 65.9%+19.3pp | 72.3%+13.0pp | 67.2%+18.1pp |
| Annual return | 18.71% | 26.03%-7.3pp | 33.69%-15.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $840 | $1,974-57.5% | $2,747-69.4% | $2,670-68.5% |
| Participant deferral / active EE | $2,200 | $2,837-22.5% | $3,880-43.3% | $4,125-46.7% |
| Admin fee / account holder | $3,553 | $2,952+20.4% | $3,068+15.8% | $5,651-37.1% |