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 6-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 | $29,152 | $77,503-62.4% | $100,391-71.0% | $80,856-63.9% |
| Participation rate | 71.9% | 76.9%-5.0pp | 81.5%-9.6pp | 67.6%+4.3pp |
| Annual return | 13.74% | 37.20%-23.5pp | 49.20%-35.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,643 | $2,801-41.3% | $3,942-58.3% | $2,755-40.3% |
| Participant deferral / active EE | $3,817 | $6,820-44.0% | $8,082-52.8% | $4,296-11.1% |
| Admin fee / account holder | $1,689 | $5,897-71.4% | $7,899-78.6% | $6,918-75.6% |