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 | $16,541 | $62,573-73.6% | $85,682-80.7% | $85,850-80.7% |
| Participation rate | 85.2% | 61.1%+24.0pp | 69.9%+15.3pp | 69.3%+15.9pp |
| Annual return | 25.28% | 23.77%+1.5pp | 21.49%+3.8pp | 318.53%-293.3pp |
| Employer contribution / active EE | $1,579 | $1,757-10.1% | $2,618-39.7% | $2,565-38.4% |
| Participant deferral / active EE | $2,452 | $2,802-12.5% | $3,923-37.5% | $3,952-37.9% |
| Admin fee / account holder | $932 | $4,640-79.9% | $6,873-86.4% | $6,260-85.1% |