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 | $28,495 | $59,839-52.4% | $81,983-65.2% | $79,858-64.3% |
| Participation rate | 96.6% | 61.6%+34.9pp | 69.2%+27.3pp | 69.6%+26.9pp |
| Annual return | 16.12% | 17.56%-1.4pp | 41.31%-25.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $621 | $1,713-63.8% | $2,498-75.2% | $2,471-74.9% |
| Participant deferral / active EE | $3,105 | $2,695+15.2% | $3,722-16.6% | $3,740-17.0% |
| Admin fee / account holder | $3,106 | $4,287-27.5% | $5,664-45.2% | $5,306-41.5% |