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 | $28,979 | $109,817-73.6% | $98,442-70.6% | $167,490-82.7% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 16.95% | 1956.69%-1939.7pp | 1492.73%-1475.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,195 | $4,673-31.6% | $4,276-25.3% | $6,341-49.6% |
| Admin fee / account holder | $345 | $6,753-94.9% | $5,949-94.2% | $12,309-97.2% |