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 | $53,135 | $114,381-53.5% | $107,525-50.6% | $142,382-62.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.49% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,888 | $4,015-53.0% | $3,754-49.7% | $4,299-56.1% |
| Participant deferral / active EE | $2,323 | $5,564-58.2% | $5,116-54.6% | $6,507-64.3% |
| Admin fee / account holder | $4,110 | $9,860-58.3% | $8,919-53.9% | $12,624-67.4% |