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 | $13,851 | $76,407-81.9% | $150,298-90.8% | $82,448-83.2% |
| Participation rate | 82.1% | 66.4%+15.7pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 16.28% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $663 | $2,614-74.6% | $4,154-84.0% | $2,551-74.0% |
| Participant deferral / active EE | $2,069 | $3,214-35.6% | $5,453-62.1% | $4,139-50.0% |
| Admin fee / account holder | $3,023 | $6,352-52.4% | $14,116-78.6% | $7,234-58.2% |