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 | $52,314 | $138,347-62.2% | $184,203-71.6% | $80,856-35.3% |
| Participation rate | 70.5% | 83.9%-13.3pp | 86.8%-16.3pp | 67.6%+2.9pp |
| Annual return | 26.43% | 20.02%+6.4pp | 28.81%-2.4pp | 35.59%-9.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,867 | $7,071+53.7% | $9,131+19.0% | $4,296+153.0% |
| Admin fee / account holder | $1,669 | $10,483-84.1% | $13,901-88.0% | $6,918-75.9% |