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 | $24,955 | $74,927-66.7% | $101,794-75.5% | $84,808-70.6% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.2%+28.4pp | 68.3%+29.3pp |
| Annual return | 13.72% | 18.70%-5.0pp | 30.53%-16.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,554 | $1,522+2.1% | $2,289-32.1% | $2,631-40.9% |
| Participant deferral / active EE | $2,235 | $3,099-27.9% | $4,084-45.3% | $4,212-46.9% |
| Admin fee / account holder | $1,768 | $6,514-72.9% | $8,777-79.9% | $7,344-75.9% |