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 | $26,106 | $48,795-46.5% | $65,493-60.1% | $84,808-69.2% |
| Participation rate | 98.0% | 67.0%+31.0pp | 73.1%+24.9pp | 68.3%+29.7pp |
| Annual return | 15.05% | 20.20%-5.2pp | 982.45%-967.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,342 | $1,930-30.5% | $2,574-47.9% | $2,631-49.0% |
| Participant deferral / active EE | $2,775 | $2,928-5.2% | $3,961-29.9% | $4,212-34.1% |
| Admin fee / account holder | $3,121 | $3,877-19.5% | $5,028-37.9% | $7,344-57.5% |