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 | $66,944 | $87,013-23.1% | $106,213-37.0% | $80,856-17.2% |
| Participation rate | 73.5% | 70.4%+3.1pp | 75.3%-1.8pp | 67.6%+5.9pp |
| Annual return | 12.11% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,104 | $2,395-53.9% | $3,171-65.2% | $2,755-59.9% |
| Participant deferral / active EE | $2,018 | $3,986-49.4% | $5,016-59.8% | $4,296-53.0% |
| Admin fee / account holder | $1,541 | $8,431-81.7% | $11,033-86.0% | $6,918-77.7% |