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 | $44,129 | $81,460-45.8% | $103,333-57.3% | $80,856-45.4% |
| Participation rate | 76.1% | 66.8%+9.2pp | 74.5%+1.6pp | 67.6%+8.4pp |
| Annual return | 11.81% | 25.55%-13.7pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,977 | $3,105-36.3% | $3,868-48.9% | $2,755-28.3% |
| Participant deferral / active EE | $2,606 | $3,869-32.6% | $5,057-48.5% | $4,296-39.3% |
| Admin fee / account holder | $1,985 | $6,566-69.8% | $8,355-76.2% | $6,918-71.3% |