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 | $49,904 | $80,717-38.2% | $154,803-67.8% | $84,808-41.2% |
| Participation rate | 97.2% | 66.8%+30.4pp | 78.1%+19.1pp | 68.3%+28.9pp |
| Annual return | 16.69% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,084 | $2,761-24.5% | $4,305-51.6% | $2,631-20.8% |
| Participant deferral / active EE | $8,531 | $3,303+158.3% | $5,540+54.0% | $4,212+102.6% |
| Admin fee / account holder | $4,049 | $6,746-40.0% | $14,329-71.7% | $7,344-44.9% |