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 | $33,812 | $110,257-69.3% | $96,544-65.0% | $139,434-75.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.84% | 26.32%-12.5pp | 25.84%-12.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,494 | $3,620-58.7% | $2,965-49.6% | $4,751-68.6% |
| Participant deferral / active EE | $2,259 | $5,548-59.3% | $4,851-53.4% | $6,710-66.3% |
| Admin fee / account holder | $9,471 | $11,591-18.3% | $8,252+14.8% | $11,403-16.9% |