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 | $37,572 | $154,117-75.6% | $129,995-71.1% | $139,434-73.1% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 15.06% | 32.48%-17.4pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,574 | $5,289-70.2% | $4,320-63.6% | $4,751-66.9% |
| Participant deferral / active EE | $3,098 | $6,710-53.8% | $5,820-46.8% | $6,710-53.8% |
| Admin fee / account holder | $8,183 | $14,007-41.6% | $10,614-22.9% | $11,403-28.2% |