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 | $66,620 | $175,202-62.0% | $149,673-55.5% | $139,434-52.2% |
| Participation rate | 70.6% | 83.4%-12.8pp | 78.8%-8.2pp | 80.3%-9.7pp |
| Annual return | 20.19% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,641 | $5,474-70.0% | $4,818-65.9% | $4,751-65.5% |
| Participant deferral / active EE | $5,559 | $6,519-14.7% | $5,680-2.1% | $6,710-17.2% |
| Admin fee / account holder | $1,296 | $16,150-92.0% | $13,210-90.2% | $11,403-88.6% |