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 6-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 | $48,136 | $124,319-61.3% | $111,297-56.8% | $167,490-71.3% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 14.18% | 37.44%-23.3pp | 54.65%-40.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,434 | $5,180+24.2% | $4,487+43.4% | $6,341+1.5% |
| Admin fee / account holder | $426 | $10,618-96.0% | $7,964-94.7% | $12,309-96.5% |