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 | $58,905 | $140,940-58.2% | $112,229-47.5% | $139,434-57.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 9.70% | 32.71%-23.0pp | 30.20%-20.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $3,045 | $4,283-28.9% | $3,430-11.2% | $4,751-35.9% |
| Participant deferral / active EE | $5,636 | $5,874-4.1% | $4,798+17.5% | $6,710-16.0% |
| Admin fee / account holder | $3,287 | $9,954-67.0% | $7,748-57.6% | $11,403-71.2% |