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 | $67,080 | $177,572-62.2% | $154,803-56.7% | $142,382-52.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 17.00% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,933 | $4,810-59.8% | $4,305-55.1% | $4,299-55.0% |
| Participant deferral / active EE | $16,541 | $6,272+163.7% | $5,540+198.5% | $6,507+154.2% |
| Admin fee / account holder | $3,762 | $16,786-77.6% | $14,329-73.7% | $12,624-70.2% |