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 | $26,454 | $45,035-41.3% | $62,995-58.0% | $70,131-62.3% |
| Participation rate | 95.8% | 69.5%+26.3pp | 74.8%+21.0pp | 69.5%+26.3pp |
| Annual return | 11.79% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $1,136 | $2,051-44.6% | $2,759-58.8% | $2,342-51.5% |
| Participant deferral / active EE | $1,702 | $2,465-30.9% | $3,329-48.9% | $3,332-48.9% |
| Admin fee / account holder | $2,001 | $2,834-29.4% | $3,600-44.4% | $4,645-56.9% |