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 | $73,787-71.6% | $98,716-78.8% | $82,448-74.6% |
| Participation rate | 98.3% | 61.4%+36.9pp | 69.3%+29.0pp | 68.1%+30.3pp |
| Annual return | 16.04% | 18.57%-2.5pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,572 | $1,511+4.0% | $2,279-31.0% | $2,551-38.4% |
| Participant deferral / active EE | $3,704 | $3,081+20.2% | $4,048-8.5% | $4,139-10.5% |
| Admin fee / account holder | $2,947 | $6,500-54.7% | $8,703-66.1% | $7,234-59.3% |