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 | $104,273 | $183,519-43.2% | $155,509-32.9% | $145,922-28.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.59% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,953 | $5,313-63.2% | $4,672-58.2% | $4,660-58.1% |
| Participant deferral / active EE | $3,583 | $6,462-44.6% | $5,626-36.3% | $6,688-46.4% |
| Admin fee / account holder | $711 | $19,313-96.3% | $15,912-95.5% | $13,397-94.7% |