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 3-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 | $64,176 | $109,413-41.3% | $156,263-58.9% | $84,808-24.3% |
| Participation rate | 78.3% | 72.7%+5.6pp | 78.9%-0.6pp | 68.3%+10.0pp |
| Annual return | 23.73% | 20.18%+3.6pp | 59.47%-35.7pp | 40.90%-17.2pp |
| Employer contribution / active EE | $1,818 | $2,907-37.5% | $4,333-58.1% | $2,631-30.9% |
| Participant deferral / active EE | $6,245 | $4,590+36.1% | $6,158+1.4% | $4,212+48.3% |
| Admin fee / account holder | $2,357 | $9,357-74.8% | $14,255-83.5% | $7,344-67.9% |