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 | $132,868 | $201,259-34.0% | $184,200-27.9% | $145,959-9.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 14.28% | 28.98%-14.7pp | 28.80%-14.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,660 | $7,018-62.1% | $6,424-58.6% | $4,661-42.9% |
| Participant deferral / active EE | $8,556 | $9,806-12.8% | $9,132-6.3% | $6,689+27.9% |
| Admin fee / account holder | $546 | $16,372-96.7% | $13,907-96.1% | $13,398-95.9% |