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 | $16,753 | $80,717-79.2% | $154,803-89.2% | $84,808-80.2% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 18.42% | 37.96%-19.5pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,049 | $2,761-62.0% | $4,305-75.6% | $2,631-60.1% |
| Participant deferral / active EE | $2,460 | $3,303-25.5% | $5,540-55.6% | $4,212-41.6% |
| Admin fee / account holder | $1,579 | $6,746-76.6% | $14,329-89.0% | $7,344-78.5% |