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 | $21,478 | $114,381-81.2% | $107,525-80.0% | $142,382-84.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.54% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,335 | $4,015-66.7% | $3,754-64.4% | $4,299-68.9% |
| Participant deferral / active EE | $2,238 | $5,564-59.8% | $5,116-56.2% | $6,507-65.6% |
| Admin fee / account holder | $849 | $9,860-91.4% | $8,919-90.5% | $12,624-93.3% |