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 | $64,268 | $148,534-56.7% | $135,903-52.7% | $139,434-53.9% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 14.16% | 79.19%-65.0pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,029 | $5,243-80.4% | $4,856-78.8% | $4,751-78.3% |
| Participant deferral / active EE | $6,559 | $8,100-19.0% | $7,758-15.5% | $6,710-2.3% |
| Admin fee / account holder | $715 | $12,400-94.2% | $10,762-93.4% | $11,403-93.7% |