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 8-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 | $77,979 | $114,381-31.8% | $107,525-27.5% | $142,382-45.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.30% | 242.71%-227.4pp | 181.32%-166.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,769 | $4,015-31.0% | $3,754-26.2% | $4,299-35.6% |
| Participant deferral / active EE | $5,836 | $5,564+4.9% | $5,116+14.1% | $6,507-10.3% |
| Admin fee / account holder | $6,312 | $9,860-36.0% | $8,919-29.2% | $12,624-50.0% |