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 3-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 | $13,220 | $51,576-74.4% | $129,207-89.8% | $80,856-83.6% |
| Participation rate | 70.5% | 57.0%+13.5pp | 69.6%+0.9pp | 67.6%+2.9pp |
| Annual return | 27.79% | 20.81%+7.0pp | 9417.33%-9389.5pp | 35.59%-7.8pp |
| Employer contribution / active EE | $1,988 | $1,584+25.5% | $4,153-52.1% | $2,755-27.8% |
| Participant deferral / active EE | $2,563 | $2,669-4.0% | $4,168-38.5% | $4,296-40.3% |
| Admin fee / account holder | $571 | $4,305-86.7% | $7,715-92.6% | $6,918-91.7% |