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 | $50,896 | $58,655-13.2% | $91,989-44.7% | $65,185-21.9% |
| Participation rate | 70.2% | 75.3%-5.1pp | 78.6%-8.4pp | 70.2%0pp |
| Annual return | 48.46% | 33.92%+14.5pp | 69.02%-20.6pp | 29.38%+19.1pp |
| Employer contribution / active EE | $1,566 | $2,080-24.7% | $3,452-54.6% | $2,177-28.0% |
| Participant deferral / active EE | $3,494 | $5,474-36.2% | $5,923-41.0% | $3,514-0.6% |
| Admin fee / account holder | $1,527 | $434+251.7% | $7,743-80.3% | $847+80.3% |