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 | $74,114 | $117,983-37.2% | $101,794-27.2% | $142,382-47.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 15.68% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,172 | $2,773-57.7% | $2,289-48.8% | $4,299-72.7% |
| Participant deferral / active EE | $3,417 | $4,714-27.5% | $4,084-16.3% | $6,507-47.5% |
| Admin fee / account holder | $3,122 | $10,433-70.1% | $8,777-64.4% | $12,624-75.3% |