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 7-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 | $44,760 | $73,867-39.4% | $143,757-68.9% | $68,494-34.7% |
| Participation rate | 96.5% | 66.7%+29.8pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | 12.88% | 1.01%+11.9pp | -0.04%+12.9pp | -7.84%+20.7pp |
| Employer contribution / active EE | $1,482 | $3,184-53.4% | $4,951-70.1% | $2,596-42.9% |
| Participant deferral / active EE | $10,089 | $3,384+198.1% | $5,637+79.0% | $4,027+150.5% |
| Admin fee / account holder | $2,344 | $5,755-59.3% | $14,673-84.0% | $5,403-56.6% |