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 | $21,978 | $54,762-59.9% | $90,281-75.7% | $72,985-69.9% |
| Participation rate | 84.8% | 65.1%+19.7pp | 73.3%+11.6pp | 69.5%+15.4pp |
| Annual return | 30.56% | 30.63%-0.1pp | 78.10%-47.5pp | 81.00%-50.4pp |
| Employer contribution / active EE | $1,454 | $2,092-30.5% | $2,854-49.1% | $2,440-40.4% |
| Participant deferral / active EE | $2,219 | $2,887-23.1% | $3,885-42.9% | $3,607-38.5% |
| Admin fee / account holder | $1,477 | $3,972-62.8% | $5,351-72.4% | $5,124-71.2% |