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 6-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 | $22,784 | $72,071-68.4% | $68,368-66.7% | $137,256-83.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 13.49% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,109 | $2,788-60.2% | $2,649-58.1% | $4,156-73.3% |
| Participant deferral / active EE | $3,029 | $4,410-31.3% | $4,123-26.5% | $6,407-52.7% |
| Admin fee / account holder | $546 | $5,336-89.8% | $5,150-89.4% | $12,270-95.5% |