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 | $73,340 | $87,013-15.7% | $106,213-30.9% | $80,856-9.3% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.6%+7.4pp |
| Annual return | 13.29% | 17.05%-3.8pp | 116.14%-102.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,618 | $2,395-32.4% | $3,171-49.0% | $2,755-41.3% |
| Participant deferral / active EE | $2,532 | $3,986-36.5% | $5,016-49.5% | $4,296-41.1% |
| Admin fee / account holder | $7,738 | $8,431-8.2% | $11,033-29.9% | $6,918+11.9% |