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 9-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 | $64,985 | $83,477-22.2% | $125,175-48.1% | $72,985-11.0% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.8pp | 69.5%+19.1pp |
| Annual return | 19.54% | 25.78%-6.2pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,239 | $2,345-47.2% | $3,865-68.0% | $2,440-49.2% |
| Participant deferral / active EE | $1,939 | $3,585-45.9% | $4,937-60.7% | $3,607-46.3% |
| Admin fee / account holder | $2,012 | $5,517-63.5% | $9,702-79.3% | $5,124-60.7% |