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 | $51,390 | $106,584-51.8% | $101,326-49.3% | $142,382-63.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 15.55% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $304 | $3,956-92.3% | $3,665-91.7% | $4,299-92.9% |
| Participant deferral / active EE | $2,487 | $8,297-70.0% | $7,994-68.9% | $6,507-61.8% |
| Admin fee / account holder | $19,817 | $11,446+73.1% | $11,185+77.2% | $12,624+57.0% |