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 | $77,876 | $117,983-34.0% | $101,794-23.5% | $142,382-45.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.52% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,759 | $2,773-36.6% | $2,289-23.2% | $4,299-59.1% |
| Participant deferral / active EE | $2,987 | $4,714-36.6% | $4,084-26.9% | $6,507-54.1% |
| Admin fee / account holder | $2,812 | $10,433-73.0% | $8,777-68.0% | $12,624-77.7% |