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 | $24,596 | $124,319-80.2% | $111,297-77.9% | $167,490-85.3% |
| Participation rate | 72.2% | 79.6%-7.4pp | 77.3%-5.1pp | 82.1%-9.9pp |
| Annual return | 12.71% | 37.44%-24.7pp | 54.65%-41.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,016 | $3,435-70.4% | $2,731-62.8% | $4,837-79.0% |
| Participant deferral / active EE | $2,644 | $5,180-49.0% | $4,487-41.1% | $6,341-58.3% |
| Admin fee / account holder | $2,381 | $10,618-77.6% | $7,964-70.1% | $12,309-80.7% |