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 | $80,113 | $114,381-30.0% | $107,525-25.5% | $142,382-43.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.43% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,654 | $4,015-33.9% | $3,754-29.3% | $4,299-38.3% |
| Participant deferral / active EE | $7,479 | $5,564+34.4% | $5,116+46.2% | $6,507+14.9% |
| Admin fee / account holder | $323 | $9,860-96.7% | $8,919-96.4% | $12,624-97.4% |