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 6-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 | $20,019 | $48,795-59.0% | $65,493-69.4% | $84,808-76.4% |
| Participation rate | 96.2% | 67.0%+29.2pp | 73.1%+23.1pp | 68.3%+27.8pp |
| Annual return | 17.80% | 20.20%-2.4pp | 982.45%-964.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,269 | $1,930-34.2% | $2,574-50.7% | $2,631-51.8% |
| Participant deferral / active EE | $3,105 | $2,928+6.0% | $3,961-21.6% | $4,212-26.3% |
| Admin fee / account holder | $1,285 | $3,877-66.8% | $5,028-74.4% | $7,344-82.5% |