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 | $69,983 | $127,065-44.9% | $113,168-38.2% | $142,382-50.8% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 14.50% | 24.03%-9.5pp | 24.27%-9.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,126 | $3,442-67.3% | $2,975-62.2% | $4,299-73.8% |
| Participant deferral / active EE | $2,727 | $5,716-52.3% | $5,107-46.6% | $6,507-58.1% |
| Admin fee / account holder | $4,746 | $15,736-69.8% | $12,068-60.7% | $12,624-62.4% |