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 | $21,873 | $159,901-86.3% | $146,958-85.1% | $145,922-85.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 18.12% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,576 | $5,286-51.3% | $4,933-47.8% | $4,660-44.7% |
| Participant deferral / active EE | $3,212 | $8,428-61.9% | $8,070-60.2% | $6,688-52.0% |
| Admin fee / account holder | $5,727 | $15,044-61.9% | $12,998-55.9% | $13,397-57.3% |