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 | $68,285 | $112,096-39.1% | $95,952-28.8% | $158,922-57.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 18.13% | 171.09%-153.0pp | 91.61%-73.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,516 | $3,198-52.6% | $2,541-40.3% | $4,761-68.2% |
| Participant deferral / active EE | $6,547 | $4,784+36.9% | $4,167+57.1% | $5,982+9.4% |
| Admin fee / account holder | $484 | $10,130-95.2% | $6,795-92.9% | $11,246-95.7% |