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 5-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 | $84,331 | $109,881-23.3% | $150,045-43.8% | $84,808-0.6% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 17.00% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,381 | $3,561-33.1% | $4,693-49.3% | $2,631-9.5% |
| Participant deferral / active EE | $5,821 | $6,636-12.3% | $7,997-27.2% | $4,212+38.2% |
| Admin fee / account holder | $2,966 | $8,568-65.4% | $13,435-77.9% | $7,344-59.6% |