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 | $26,867 | $63,703-57.8% | $93,063-71.1% | $82,448-67.4% |
| Participation rate | 96.2% | 63.8%+32.3pp | 72.1%+24.0pp | 68.1%+28.1pp |
| Annual return | 14.38% | -775.43%+789.8pp | 34.15%-19.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $3,092 | $1,729+78.9% | $2,476+24.9% | $2,551+21.2% |
| Participant deferral / active EE | $6,904 | $2,919+136.5% | $3,958+74.4% | $4,139+66.8% |
| Admin fee / account holder | $1,590 | $5,982-73.4% | $6,033-73.7% | $7,234-78.0% |