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 | $40,997 | $57,590-28.8% | $86,233-52.5% | $82,448-50.3% |
| Participation rate | 97.9% | 57.9%+40.0pp | 69.0%+28.9pp | 68.1%+29.8pp |
| Annual return | 22.32% | 22.41%-0.1pp | 61.39%-39.1pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,414 | $1,655-14.6% | $2,504-43.5% | $2,551-44.6% |
| Participant deferral / active EE | $11,209 | $3,080+264.0% | $4,559+145.9% | $4,139+170.8% |
| Admin fee / account holder | $2,289 | $4,730-51.6% | $8,342-72.6% | $7,234-68.4% |