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 | $71,780 | $81,248-11.7% | $155,509-53.8% | $80,856-11.2% |
| Participation rate | 74.4% | 66.2%+8.2pp | 78.2%-3.7pp | 67.6%+6.8pp |
| Annual return | 22.19% | 33.31%-11.1pp | 64.67%-42.5pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,318 | $3,100-25.2% | $4,672-50.4% | $2,755-15.8% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,575 | $7,997-80.3% | $15,912-90.1% | $6,918-77.2% |