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 | $59,319 | $89,753-33.9% | $107,525-44.8% | $84,808-30.1% |
| Participation rate | 77.1% | 68.1%+9.1pp | 75.1%+2.1pp | 68.3%+8.8pp |
| Annual return | 16.94% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,478 | $3,113-20.4% | $3,754-34.0% | $2,631-5.8% |
| Participant deferral / active EE | $3,428 | $4,056-15.5% | $5,116-33.0% | $4,212-18.6% |
| Admin fee / account holder | $2,274 | $7,222-68.5% | $8,919-74.5% | $7,344-69.0% |