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 3-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 | $72,930 | $101,724-28.3% | $164,813-55.8% | $80,856-9.8% |
| Participation rate | 71.1% | 71.8%-0.7pp | 78.6%-7.5pp | 67.6%+3.4pp |
| Annual return | 11.65% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,162 | $2,953-60.7% | $4,341-73.2% | $2,755-57.8% |
| Participant deferral / active EE | $2,760 | $4,477-38.3% | $6,031-54.2% | $4,296-35.7% |
| Admin fee / account holder | $17,572 | $8,227+113.6% | $12,690+38.5% | $6,918+154.0% |