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 | $21,269 | $74,888-71.6% | $71,209-70.1% | $142,382-85.1% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 13.24% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,362 | $2,854-52.3% | $2,721-50.0% | $4,299-68.3% |
| Participant deferral / active EE | $2,878 | $4,454-35.4% | $4,175-31.1% | $6,507-55.8% |
| Admin fee / account holder | $3,410 | $5,568-38.8% | $5,349-36.2% | $12,624-73.0% |