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 | $80,808 | $124,185-34.9% | $108,410-25.5% | $167,490-51.8% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 12.82% | 1379.64%-1366.8pp | 905.27%-892.5pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,407 | $4,187-18.6% | $3,558-4.3% | $4,837-29.6% |
| Participant deferral / active EE | $4,735 | $6,908-31.5% | $6,563-27.9% | $6,341-25.3% |
| Admin fee / account holder | $366 | $9,455-96.1% | $7,295-95.0% | $12,309-97.0% |