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 | $31,550 | $67,606-53.3% | $82,313-61.7% | $70,131-55.0% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.9%-3.2pp | 69.5%+4.1pp |
| Annual return | 14.14% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $611 | $1,755-65.2% | $2,428-74.8% | $2,342-73.9% |
| Participant deferral / active EE | $1,426 | $2,987-52.3% | $3,706-61.5% | $3,332-57.2% |
| Admin fee / account holder | $455 | $4,512-89.9% | $5,608-91.9% | $4,645-90.2% |