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 | $20,934 | $74,927-72.1% | $101,794-79.4% | $84,808-75.3% |
| Participation rate | 98.3% | 61.4%+36.9pp | 69.2%+29.1pp | 68.3%+30.0pp |
| Annual return | 16.04% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,572 | $1,522+3.3% | $2,289-31.3% | $2,631-40.3% |
| Participant deferral / active EE | $3,704 | $3,099+19.5% | $4,084-9.3% | $4,212-12.0% |
| Admin fee / account holder | $2,947 | $6,514-54.8% | $8,777-66.4% | $7,344-59.9% |