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 9-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 | $65,277 | $80,717-19.1% | $154,803-57.8% | $84,808-23.0% |
| Participation rate | 78.8% | 66.8%+12.0pp | 78.1%+0.7pp | 68.3%+10.5pp |
| Annual return | 17.90% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,408 | $2,761-12.8% | $4,305-44.1% | $2,631-8.5% |
| Participant deferral / active EE | $3,728 | $3,303+12.9% | $5,540-32.7% | $4,212-11.5% |
| Admin fee / account holder | $1,504 | $6,746-77.7% | $14,329-89.5% | $7,344-79.5% |