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 | $146,297 | $111,754+30.9% | $103,333+41.6% | $145,922+0.3% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 14.91% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,724 | $4,212-59.1% | $3,868-55.4% | $4,660-63.0% |
| Participant deferral / active EE | $5,143 | $5,619-8.5% | $5,057+1.7% | $6,688-23.1% |
| Admin fee / account holder | $34,122 | $9,750+250.0% | $8,355+308.4% | $13,397+154.7% |