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 | $77,507 | $109,413-29.2% | $156,263-50.4% | $84,808-8.6% |
| Participation rate | 74.4% | 72.7%+1.7pp | 78.9%-4.5pp | 68.3%+6.0pp |
| Annual return | 23.07% | 20.18%+2.9pp | 59.47%-36.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,219 | $2,907-23.7% | $4,333-48.8% | $2,631-15.7% |
| Participant deferral / active EE | $3,295 | $4,590-28.2% | $6,158-46.5% | $4,212-21.8% |
| Admin fee / account holder | $5,540 | $9,357-40.8% | $14,255-61.1% | $7,344-24.6% |