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 | $25,531 | $165,335-84.6% | $149,696-82.9% | $158,922-83.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 26.08% | 348.15%-322.1pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,827 | $5,103-64.2% | $4,644-60.7% | $4,761-61.6% |
| Participant deferral / active EE | $5,429 | $7,181-24.4% | $6,842-20.7% | $5,982-9.2% |
| Admin fee / account holder | $4,484 | $10,807-58.5% | $9,309-51.8% | $11,246-60.1% |