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 | $58,323 | $111,754-47.8% | $103,333-43.6% | $145,922-60.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.48% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,818 | $4,212-56.8% | $3,868-53.0% | $4,660-61.0% |
| Participant deferral / active EE | $3,289 | $5,619-41.5% | $5,057-35.0% | $6,688-50.8% |
| Admin fee / account holder | $2,049 | $9,750-79.0% | $8,355-75.5% | $13,397-84.7% |