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 9-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 | $16,006 | $50,972-68.6% | $88,538-81.9% | $72,985-78.1% |
| Participation rate | 78.1% | 63.4%+14.7pp | 68.7%+9.4pp | 69.5%+8.6pp |
| Annual return | 22.60% | 29.62%-7.0pp | 43.64%-21.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,525 | $1,475+3.4% | $2,098-27.3% | $2,440-37.5% |
| Participant deferral / active EE | $2,203 | $2,230-1.2% | $2,914-24.4% | $3,607-38.9% |
| Admin fee / account holder | $412 | $3,230-87.2% | $4,310-90.4% | $5,124-92.0% |