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 6-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 | $14,989 | $58,208-74.2% | $81,812-81.7% | $80,856-81.5% |
| Participation rate | 87.0% | 63.4%+23.5pp | 72.3%+14.6pp | 67.6%+19.3pp |
| Annual return | 14.01% | 41.66%-27.7pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,690 | $2,340+15.0% | $2,912-7.6% | $2,755-2.3% |
| Participant deferral / active EE | $4,214 | $3,281+28.4% | $4,319-2.4% | $4,296-1.9% |
| Admin fee / account holder | $1,275 | $4,981-74.4% | $7,386-82.7% | $6,918-81.6% |