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 | $26,916 | $63,355-57.5% | $91,989-70.7% | $72,985-63.1% |
| Participation rate | 98.0% | 72.5%+25.5pp | 78.6%+19.4pp | 69.5%+28.5pp |
| Annual return | 57.26% | 35.35%+21.9pp | 69.02%-11.8pp | 81.00%-23.7pp |
| Employer contribution / active EE | $803 | $2,116-62.0% | $3,452-76.7% | $2,440-67.1% |
| Participant deferral / active EE | $3,986 | $4,883-18.4% | $5,923-32.7% | $3,607+10.5% |
| Admin fee / account holder | $1,121 | $4,668-76.0% | $7,743-85.5% | $5,124-78.1% |