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 | $33,455 | $81,460-58.9% | $103,333-67.6% | $80,856-58.6% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 10.96% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,395 | $3,105-55.1% | $3,868-63.9% | $2,755-49.4% |
| Participant deferral / active EE | $2,211 | $3,869-42.8% | $5,057-56.3% | $4,296-48.5% |
| Admin fee / account holder | $1,025 | $6,566-84.4% | $8,355-87.7% | $6,918-85.2% |