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 7-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 | $32,707 | $54,705-40.2% | $71,209-54.1% | $84,808-61.4% |
| Participation rate | 98.5% | 64.1%+34.5pp | 73.8%+24.8pp | 68.3%+30.2pp |
| Annual return | 14.24% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,914 | $2,158-11.3% | $2,721-29.7% | $2,631-27.3% |
| Participant deferral / active EE | $3,868 | $3,030+27.6% | $4,175-7.4% | $4,212-8.2% |
| Admin fee / account holder | $2,386 | $4,863-50.9% | $5,349-55.4% | $7,344-67.5% |