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 9-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 | $26,227 | $81,460-67.8% | $103,333-74.6% | $80,856-67.6% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 10.98% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,954 | $3,105-37.1% | $3,868-49.5% | $2,755-29.1% |
| Participant deferral / active EE | $3,428 | $3,869-11.4% | $5,057-32.2% | $4,296-20.2% |
| Admin fee / account holder | $2,514 | $6,566-61.7% | $8,355-69.9% | $6,918-63.7% |