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 | $69,290 | $109,413-36.7% | $156,263-55.7% | $84,808-18.3% |
| Participation rate | 95.2% | 72.7%+22.5pp | 78.9%+16.3pp | 68.3%+26.9pp |
| Annual return | 15.70% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,887 | $2,907-35.1% | $4,333-56.5% | $2,631-28.3% |
| Participant deferral / active EE | $5,058 | $4,590+10.2% | $6,158-17.9% | $4,212+20.1% |
| Admin fee / account holder | $4,736 | $9,357-49.4% | $14,255-66.8% | $7,344-35.5% |