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 | $70,009 | $109,413-36.0% | $156,263-55.2% | $84,808-17.5% |
| Participation rate | 79.0% | 72.7%+6.3pp | 78.9%+0.1pp | 68.3%+10.7pp |
| Annual return | 17.76% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,161 | $2,907-25.7% | $4,333-50.1% | $2,631-17.9% |
| Participant deferral / active EE | $3,976 | $4,590-13.4% | $6,158-35.4% | $4,212-5.6% |
| Admin fee / account holder | $1,160 | $9,357-87.6% | $14,255-91.9% | $7,344-84.2% |