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 | $46,907 | $138,347-66.1% | $184,203-74.5% | $80,856-42.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 12.91% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,124 | $4,850-56.2% | $6,427-67.0% | $2,755-22.9% |
| Participant deferral / active EE | $5,336 | $7,071-24.5% | $9,131-41.6% | $4,296+24.2% |
| Admin fee / account holder | $562 | $10,483-94.6% | $13,901-96.0% | $6,918-91.9% |