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 | $32,321 | $91,037-64.5% | $71,671-54.9% | $147,584-78.1% |
| Participation rate | 71.4% | 76.1%-4.7pp | 68.7%+2.7pp | 82.8%-11.4pp |
| Annual return | 13.34% | 20.48%-7.1pp | 20.65%-7.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,083 | $3,327-67.5% | $2,460-56.0% | $4,876-77.8% |
| Participant deferral / active EE | $1,296 | $4,498-71.2% | $3,438-62.3% | $5,439-76.2% |
| Admin fee / account holder | $2,743 | $8,613-68.1% | $5,558-50.6% | $10,885-74.8% |