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 | $61,309 | $84,696-27.6% | $75,696-19.0% | $167,490-63.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.8%+2.9pp | 82.1%-4.3pp |
| Annual return | 13.45% | 199.36%-185.9pp | 104.53%-91.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,155 | $3,230-64.2% | $2,743-57.9% | $4,837-76.1% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,018 | $5,355-81.0% | $3,619-71.9% | $12,309-91.7% |