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 8-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 | $26,906 | $52,580-48.8% | $71,671-62.5% | $70,131-61.6% |
| Participation rate | 81.2% | 60.9%+20.3pp | 68.7%+12.4pp | 69.5%+11.6pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,551 | $1,616-4.0% | $2,460-37.0% | $2,342-33.8% |
| Participant deferral / active EE | $1,623 | $2,386-32.0% | $3,438-52.8% | $3,332-51.3% |
| Admin fee / account holder | $2,811 | $3,653-23.0% | $5,558-49.4% | $4,645-39.5% |