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 6-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 | $50,626 | $162,781-68.9% | $133,956-62.2% | $158,922-68.1% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 7.56% | 41.94%-34.4pp | 45.09%-37.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,420 | $4,975-71.5% | $3,919-63.8% | $4,761-70.2% |
| Participant deferral / active EE | $3,337 | $5,911-43.5% | $5,048-33.9% | $5,982-44.2% |
| Admin fee / account holder | $11,407 | $11,736-2.8% | $8,927+27.8% | $11,246+1.4% |