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 | $30,638 | $107,334-71.5% | $92,893-67.0% | $152,861-80.0% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 26.09% | 145.58%-119.5pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,066 | $4,221-74.8% | $3,653-70.8% | $4,762-77.6% |
| Participant deferral / active EE | $2,749 | $4,845-43.3% | $4,236-35.1% | $5,850-53.0% |
| Admin fee / account holder | $375 | $7,079-94.7% | $5,794-93.5% | $11,596-96.8% |