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 | $43,263 | $91,552-52.7% | $133,956-67.7% | $79,858-45.8% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | 14.56% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,212 | $2,384-49.2% | $3,919-69.1% | $2,471-51.0% |
| Participant deferral / active EE | $3,404 | $3,733-8.8% | $5,048-32.6% | $3,740-9.0% |
| Admin fee / account holder | $2,349 | $6,321-62.8% | $8,927-73.7% | $5,306-55.7% |