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 7-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 | $115,638 | $124,281-7.0% | $109,143+6.0% | $167,490-31.0% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 13.58% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,527 | $4,207-63.7% | $3,722-59.0% | $4,837-68.4% |
| Participant deferral / active EE | $2,347 | $5,255-55.3% | $4,653-49.6% | $6,341-63.0% |
| Admin fee / account holder | $5,083 | $7,970-36.2% | $6,752-24.7% | $12,309-58.7% |