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 | $63,974 | $88,634-27.8% | $101,326-36.9% | $74,304-13.9% |
| Participation rate | 72.6% | 76.9%-4.2pp | 81.5%-8.9pp | 60.3%+12.3pp |
| Annual return | 17.33% | 33.10%-15.8pp | 36.82%-19.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,243 | $2,930-23.5% | $3,665-38.8% | $2,241+0.1% |
| Participant deferral / active EE | $3,881 | $7,322-47.0% | $7,994-51.4% | $3,767+3.0% |
| Admin fee / account holder | $1,582 | $2,425-34.8% | $11,185-85.9% | $2,969-46.7% |