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 | $76,012 | $109,881-30.8% | $150,045-49.3% | $84,808-10.4% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-11.9pp | 68.3%+2.1pp |
| Annual return | 15.05% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,058 | $3,561-70.3% | $4,693-77.4% | $2,631-59.8% |
| Participant deferral / active EE | $4,526 | $6,636-31.8% | $7,997-43.4% | $4,212+7.5% |
| Admin fee / account holder | $3,585 | $8,568-58.2% | $13,435-73.3% | $7,344-51.2% |