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 | $66,449 | $79,944-16.9% | $98,439-32.5% | $75,163-11.6% |
| Participation rate | 71.4% | 70.4%+1.1pp | 75.2%-3.7pp | 67.2%+4.2pp |
| Annual return | 16.31% | 19.75%-3.4pp | 21.16%-4.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,267 | $2,264-44.0% | $3,048-58.4% | $2,670-52.5% |
| Participant deferral / active EE | $3,739 | $3,752-0.3% | $4,738-21.1% | $4,125-9.4% |
| Admin fee / account holder | $958 | $6,840-86.0% | $8,948-89.3% | $5,651-83.0% |