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 3-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 | $37,476 | $64,480-41.9% | $81,382-53.9% | $80,856-53.7% |
| Participation rate | 88.9% | 63.9%+25.0pp | 69.5%+19.4pp | 67.6%+21.3pp |
| Annual return | 16.37% | 16.34%0pp | 24.73%-8.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,103 | $1,978+6.3% | $2,463-14.6% | $2,755-23.7% |
| Participant deferral / active EE | $3,395 | $3,094+9.7% | $3,883-12.6% | $4,296-21.0% |
| Admin fee / account holder | $811 | $5,671-85.7% | $5,768-85.9% | $6,918-88.3% |