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 9-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 | $30,892 | $114,381-73.0% | $107,525-71.3% | $142,382-78.3% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 18.88% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,277 | $4,015-68.2% | $3,754-66.0% | $4,299-70.3% |
| Participant deferral / active EE | $4,870 | $5,564-12.5% | $5,116-4.8% | $6,507-25.2% |
| Admin fee / account holder | $2,976 | $9,860-69.8% | $8,919-66.6% | $12,624-76.4% |