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 9-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 | $17,744 | $107,334-83.5% | $92,893-80.9% | $152,861-88.4% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 33.79% | 145.58%-111.8pp | 109.41%-75.6pp | 345.32%-311.5pp |
| Employer contribution / active EE | $1,351 | $4,221-68.0% | $3,653-63.0% | $4,762-71.6% |
| Participant deferral / active EE | $2,514 | $4,845-48.1% | $4,236-40.6% | $5,850-57.0% |
| Admin fee / account holder | $2,132 | $7,079-69.9% | $5,794-63.2% | $11,596-81.6% |