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 | $62,169 | $106,584-41.7% | $101,326-38.6% | $142,382-56.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 23.51% | 36.93%-13.4pp | 36.82%-13.3pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,590 | $3,956-34.5% | $3,665-29.3% | $4,299-39.8% |
| Participant deferral / active EE | $3,210 | $8,297-61.3% | $7,994-59.8% | $6,507-50.7% |
| Admin fee / account holder | $319 | $11,446-97.2% | $11,185-97.1% | $12,624-97.5% |