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 | $68,715 | $81,248-15.4% | $155,509-55.8% | $80,856-15.0% |
| Participation rate | 82.3% | 66.2%+16.0pp | 78.2%+4.1pp | 67.6%+14.6pp |
| Annual return | 14.43% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,220 | $3,452-6.7% | $5,626-42.8% | $4,296-25.0% |
| Admin fee / account holder | $6,338 | $7,997-20.7% | $15,912-60.2% | $6,918-8.4% |