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 | $74,287 | $87,733-15.3% | $106,548-30.3% | $85,850-13.5% |
| Participation rate | 76.9% | 71.9%+5.0pp | 76.1%+0.8pp | 69.3%+7.6pp |
| Annual return | 18.24% | 21.86%-3.6pp | 26.80%-8.6pp | 318.53%-300.3pp |
| Employer contribution / active EE | $651 | $2,073-68.6% | $2,819-76.9% | $2,565-74.6% |
| Participant deferral / active EE | $2,463 | $3,469-29.0% | $4,398-44.0% | $3,952-37.7% |
| Admin fee / account holder | $453 | $6,767-93.3% | $7,407-93.9% | $6,260-92.8% |