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 | $17,094 | $59,101-71.1% | $77,163-77.8% | $75,163-77.3% |
| Participation rate | 78.0% | 63.9%+14.2pp | 69.6%+8.5pp | 67.2%+10.9pp |
| Annual return | 15.70% | 26.71%-11.0pp | 37.87%-22.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,292 | $1,995-35.3% | $2,535-49.0% | $2,670-51.6% |
| Participant deferral / active EE | $1,993 | $2,999-33.5% | $3,833-48.0% | $4,125-51.7% |
| Admin fee / account holder | $523 | $4,774-89.0% | $5,472-90.4% | $5,651-90.7% |