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 8-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 | $71,431 | $81,248-12.1% | $155,509-54.1% | $80,856-11.7% |
| Participation rate | 82.6% | 66.2%+16.4pp | 78.2%+4.4pp | 67.6%+15.0pp |
| Annual return | 14.38% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,210 | $3,100-28.7% | $4,672-52.7% | $2,755-19.8% |
| Participant deferral / active EE | $2,294 | $3,452-33.5% | $5,626-59.2% | $4,296-46.6% |
| Admin fee / account holder | $4,783 | $7,997-40.2% | $15,912-69.9% | $6,918-30.9% |