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 | $82,947 | $108,912-23.8% | $100,383-17.4% | $145,959-43.2% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 13.31% | 57.96%-44.7pp | 49.26%-36.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $415 | $4,423-90.6% | $3,944-89.5% | $4,661-91.1% |
| Participant deferral / active EE | $7,326 | $8,451-13.3% | $8,086-9.4% | $6,689+9.5% |
| Admin fee / account holder | $15,879 | $9,690+63.9% | $7,900+101.0% | $13,398+18.5% |