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 9-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 | $32,516 | $124,281-73.8% | $109,143-70.2% | $167,490-80.6% |
| Participation rate | 70.8% | 79.4%-8.6pp | 75.9%-5.0pp | 82.1%-11.3pp |
| Annual return | 13.52% | 26.04%-12.5pp | 25.75%-12.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,326 | $4,207-68.5% | $3,722-64.4% | $4,837-72.6% |
| Participant deferral / active EE | $3,277 | $5,255-37.6% | $4,653-29.6% | $6,341-48.3% |
| Admin fee / account holder | $7,395 | $7,970-7.2% | $6,752+9.5% | $12,309-39.9% |