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 | $17,593 | $111,535-84.2% | $105,223-83.3% | $137,256-87.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 13.31% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,557 | $3,939-60.5% | $3,689-57.8% | $4,156-62.5% |
| Participant deferral / active EE | $3,038 | $5,500-44.8% | $5,072-40.1% | $6,407-52.6% |
| Admin fee / account holder | $2,594 | $9,721-73.3% | $8,859-70.7% | $12,270-78.9% |