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 | $35,760 | $127,065-71.9% | $113,168-68.4% | $142,382-74.9% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 13.41% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,794 | $3,442-47.9% | $2,975-39.7% | $4,299-58.3% |
| Participant deferral / active EE | $3,508 | $5,716-38.6% | $5,107-31.3% | $6,507-46.1% |
| Admin fee / account holder | $4,144 | $15,736-73.7% | $12,068-65.7% | $12,624-67.2% |