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 8-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 | $22,764 | $48,046-52.6% | $84,611-73.1% | $72,985-68.8% |
| Participation rate | 72.1% | 57.6%+14.5pp | 68.2%+3.9pp | 69.5%+2.6pp |
| Annual return | 26.66% | 37.38%-10.7pp | 258.74%-232.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,759 | $1,602+9.8% | $2,652-33.7% | $2,440-27.9% |
| Participant deferral / active EE | $3,191 | $2,680+19.1% | $3,899-18.1% | $3,607-11.5% |
| Admin fee / account holder | $1,946 | $3,395-42.7% | $4,912-60.4% | $5,124-62.0% |