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 | $82,572 | $111,754-26.1% | $103,333-20.1% | $145,922-43.4% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 17.69% | 24.77%-7.1pp | 24.88%-7.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,787 | $4,212-57.6% | $3,868-53.8% | $4,660-61.6% |
| Participant deferral / active EE | $2,840 | $5,619-49.5% | $5,057-43.8% | $6,688-57.5% |
| Admin fee / account holder | $1,443 | $9,750-85.2% | $8,355-82.7% | $13,397-89.2% |