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 | $68,764 | $80,717-14.8% | $154,803-55.6% | $84,808-18.9% |
| Participation rate | 72.7% | 66.8%+5.9pp | 78.1%-5.3pp | 68.3%+4.4pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,198 | $2,761-56.6% | $4,305-72.2% | $2,631-54.5% |
| Participant deferral / active EE | $2,947 | $3,303-10.8% | $5,540-46.8% | $4,212-30.0% |
| Admin fee / account holder | $4,596 | $6,746-31.9% | $14,329-67.9% | $7,344-37.4% |