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 8-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 | $57,139 | $81,460-29.9% | $103,333-44.7% | $80,856-29.3% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.6%+10.9pp |
| Annual return | 16.17% | 25.55%-9.4pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,917 | $3,105-6.1% | $3,868-24.6% | $2,755+5.9% |
| Participant deferral / active EE | $6,437 | $3,869+66.4% | $5,057+27.3% | $4,296+49.9% |
| Admin fee / account holder | $4,372 | $6,566-33.4% | $8,355-47.7% | $6,918-36.8% |