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 | $12,384 | $48,046-74.2% | $84,611-85.4% | $72,985-83.0% |
| Participation rate | 88.2% | 57.6%+30.7pp | 68.2%+20.0pp | 69.5%+18.7pp |
| Annual return | 25.37% | 37.38%-12.0pp | 258.74%-233.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,174 | $1,602-26.7% | $2,652-55.8% | $2,440-51.9% |
| Participant deferral / active EE | $2,836 | $2,680+5.8% | $3,899-27.3% | $3,607-21.4% |
| Admin fee / account holder | $1,406 | $3,395-58.6% | $4,912-71.4% | $5,124-72.6% |