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 | $29,096 | $74,927-61.2% | $101,794-71.4% | $84,808-65.7% |
| Participation rate | 72.3% | 61.4%+10.9pp | 69.2%+3.1pp | 68.3%+4.0pp |
| Annual return | 13.09% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,068 | $1,522-29.8% | $2,289-53.3% | $2,631-59.4% |
| Participant deferral / active EE | $1,448 | $3,099-53.3% | $4,084-64.6% | $4,212-65.6% |
| Admin fee / account holder | $5,839 | $6,514-10.4% | $8,777-33.5% | $7,344-20.5% |