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 | $112,729-34.3% | $98,716-24.9% | $137,256-46.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 15.68% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,172 | $2,725-57.0% | $2,279-48.6% | $4,156-71.8% |
| Participant deferral / active EE | $3,417 | $4,640-26.4% | $4,048-15.6% | $6,407-46.7% |
| Admin fee / account holder | $3,122 | $10,129-69.2% | $8,703-64.1% | $12,270-74.6% |