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 8-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 | $57,353 | $118,450-51.6% | $98,439-41.7% | $139,434-58.9% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 17.94% | 18.94%-1.0pp | 21.16%-3.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,186 | $3,609-39.4% | $3,048-28.3% | $4,751-54.0% |
| Participant deferral / active EE | $3,928 | $5,392-27.1% | $4,738-17.1% | $6,710-41.5% |
| Admin fee / account holder | $1,654 | $14,026-88.2% | $8,948-81.5% | $11,403-85.5% |