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 | $53,501 | $79,944-33.1% | $98,439-45.7% | $75,163-28.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.2%+0.8pp | 67.2%+8.8pp |
| Annual return | 25.70% | 19.75%+6.0pp | 21.16%+4.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,703 | $2,264-24.8% | $3,048-44.1% | $2,670-36.2% |
| Participant deferral / active EE | $3,926 | $3,752+4.6% | $4,738-17.1% | $4,125-4.8% |
| Admin fee / account holder | $1,891 | $6,840-72.4% | $8,948-78.9% | $5,651-66.5% |