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 4-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 | $16,303 | $80,717-79.8% | $154,803-89.5% | $84,808-80.8% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 64.29% | 37.96%+26.3pp | 58.88%+5.4pp | 40.90%+23.4pp |
| Employer contribution / active EE | $2,264 | $2,761-18.0% | $4,305-47.4% | $2,631-13.9% |
| Participant deferral / active EE | $3,298 | $3,303-0.2% | $5,540-40.5% | $4,212-21.7% |
| Admin fee / account holder | $1,649 | $6,746-75.6% | $14,329-88.5% | $7,344-77.5% |