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 | $50,434 | $107,334-53.0% | $92,893-45.7% | $152,861-67.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 23.71% | 145.58%-121.9pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,843 | $4,221-56.3% | $3,653-49.5% | $4,762-61.3% |
| Participant deferral / active EE | $3,302 | $4,845-31.8% | $4,236-22.1% | $5,850-43.6% |
| Admin fee / account holder | $799 | $7,079-88.7% | $5,794-86.2% | $11,596-93.1% |