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 | $61,217 | $117,983-48.1% | $101,794-39.9% | $142,382-57.0% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 18.07% | 36.92%-18.8pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,358 | $2,773-15.0% | $2,289+3.0% | $4,299-45.1% |
| Participant deferral / active EE | $3,608 | $4,714-23.4% | $4,084-11.6% | $6,507-44.5% |
| Admin fee / account holder | $4,365 | $10,433-58.2% | $8,777-50.3% | $12,624-65.4% |