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 7-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 | $12,037 | $48,230-75.0% | $67,502-82.2% | $80,856-85.1% |
| Participation rate | 72.4% | 66.4%+6.0pp | 72.9%-0.5pp | 67.6%+4.8pp |
| Annual return | 17.87% | 18.28%-0.4pp | 3512.12%-3494.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,004 | $2,020-0.8% | $2,731-26.6% | $2,755-27.2% |
| Participant deferral / active EE | $2,790 | $2,924-4.6% | $4,000-30.2% | $4,296-35.0% |
| Admin fee / account holder | $933 | $3,681-74.7% | $3,998-76.7% | $6,918-86.5% |