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 | $18,702 | $58,627-68.1% | $76,735-75.6% | $82,448-77.3% |
| Participation rate | 97.9% | 63.2%+34.7pp | 69.5%+28.4pp | 68.1%+29.8pp |
| Annual return | 21.98% | 39.10%-17.1pp | 29.77%-7.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,582 | $1,729+49.3% | $2,454+5.2% | $2,551+1.2% |
| Participant deferral / active EE | $3,605 | $3,134+15.1% | $4,088-11.8% | $4,139-12.9% |
| Admin fee / account holder | $1,562 | $5,323-70.7% | $7,189-78.3% | $7,234-78.4% |