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 | $50,352 | $81,460-38.2% | $103,333-51.3% | $80,856-37.7% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 13.24% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $931 | $3,105-70.0% | $3,868-75.9% | $2,755-66.2% |
| Participant deferral / active EE | $2,790 | $3,869-27.9% | $5,057-44.8% | $4,296-35.1% |
| Admin fee / account holder | $2,174 | $6,566-66.9% | $8,355-74.0% | $6,918-68.6% |