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 9-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 | $33,439 | $99,020-66.2% | $86,590-61.4% | $147,584-77.3% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 13.48% | 1312.34%-1298.9pp | 964.84%-951.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,670 | $3,132-46.7% | $2,839-41.2% | $4,876-65.7% |
| Participant deferral / active EE | $3,105 | $3,972-21.8% | $3,609-14.0% | $5,439-42.9% |
| Admin fee / account holder | $1,219 | $5,710-78.6% | $4,906-75.1% | $10,885-88.8% |