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 | $17,317 | $59,839-71.1% | $81,983-78.9% | $79,858-78.3% |
| Participation rate | 77.3% | 61.6%+15.7pp | 69.2%+8.1pp | 69.6%+7.7pp |
| Annual return | 15.29% | 17.56%-2.3pp | 41.31%-26.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,647 | $1,713-3.9% | $2,498-34.1% | $2,471-33.3% |
| Participant deferral / active EE | $2,419 | $2,695-10.3% | $3,722-35.0% | $3,740-35.3% |
| Admin fee / account holder | $633 | $4,287-85.2% | $5,664-88.8% | $5,306-88.1% |