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 5-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 | $44,565 | $94,338-52.8% | $100,534-55.7% | $142,382-68.7% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 17.76% | 29.20%-11.4pp | 32.66%-14.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,235 | $4,237-23.6% | $4,346-25.6% | $4,299-24.7% |
| Participant deferral / active EE | $3,872 | $5,934-34.8% | $6,144-37.0% | $6,507-40.5% |
| Admin fee / account holder | $7,667 | $8,421-9.0% | $7,654+0.2% | $12,624-39.3% |