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 8-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 | $63,897 | $109,881-41.8% | $150,045-57.4% | $84,808-24.7% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 14.54% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,015 | $3,561-15.3% | $4,693-35.8% | $2,631+14.6% |
| Participant deferral / active EE | $6,957 | $6,636+4.8% | $7,997-13.0% | $4,212+65.2% |
| Admin fee / account holder | $12,457 | $8,568+45.4% | $13,435-7.3% | $7,344+69.6% |