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 | $26,119 | $60,349-56.7% | $74,183-64.8% | $62,891-58.5% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 6.04% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $708 | $1,680-57.9% | $2,370-70.1% | $2,281-69.0% |
| Participant deferral / active EE | $1,701 | $2,856-40.4% | $3,550-52.1% | $3,203-46.9% |
| Admin fee / account holder | $431 | $4,261-89.9% | $5,586-92.3% | $4,296-90.0% |