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 | $21,787 | $80,717-73.0% | $154,803-85.9% | $84,808-74.3% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 21.55% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,632 | $2,761-40.9% | $4,305-62.1% | $2,631-38.0% |
| Participant deferral / active EE | $4,248 | $3,303+28.6% | $5,540-23.3% | $4,212+0.9% |
| Admin fee / account holder | $1,021 | $6,746-84.9% | $14,329-92.9% | $7,344-86.1% |