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 | $24,210 | $95,561-74.7% | $77,163-68.6% | $139,434-82.6% |
| Participation rate | 70.0% | 73.9%-3.9pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 16.00% | 54.92%-38.9pp | 37.87%-21.9pp | 372.94%-356.9pp |
| Employer contribution / active EE | $882 | $3,147-72.0% | $2,535-65.2% | $4,751-81.4% |
| Participant deferral / active EE | $2,832 | $4,624-38.8% | $3,833-26.1% | $6,710-57.8% |
| Admin fee / account holder | $1,792 | $8,295-78.4% | $5,472-67.2% | $11,403-84.3% |