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 | $53,780 | $114,381-53.0% | $107,525-50.0% | $142,382-62.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.53% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,240 | $4,015-69.1% | $3,754-67.0% | $4,299-71.2% |
| Participant deferral / active EE | $4,611 | $5,564-17.1% | $5,116-9.9% | $6,507-29.1% |
| Admin fee / account holder | $3,948 | $9,860-60.0% | $8,919-55.7% | $12,624-68.7% |