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 | $131,476 | $176,812-25.6% | $146,665-10.4% | $167,490-21.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 12.76% | 24.03%-11.3pp | 22.74%-10.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,731 | $5,160-66.5% | $4,136-58.2% | $4,837-64.2% |
| Participant deferral / active EE | $4,930 | $6,440-23.5% | $5,506-10.5% | $6,341-22.3% |
| Admin fee / account holder | $1,948 | $13,259-85.3% | $10,280-81.0% | $12,309-84.2% |