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 | $24,241 | $74,927-67.6% | $101,794-76.2% | $84,808-71.4% |
| Participation rate | 79.3% | 61.4%+17.9pp | 69.2%+10.2pp | 68.3%+11.0pp |
| Annual return | 23.69% | 18.70%+5.0pp | 30.53%-6.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $417 | $1,522-72.6% | $2,289-81.8% | $2,631-84.1% |
| Participant deferral / active EE | $3,610 | $3,099+16.5% | $4,084-11.6% | $4,212-14.3% |
| Admin fee / account holder | $2,117 | $6,514-67.5% | $8,777-75.9% | $7,344-71.2% |