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 5-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 | $40,771 | $111,754-63.5% | $103,333-60.5% | $145,922-72.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 11.81% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,068 | $4,212-50.9% | $3,868-46.5% | $4,660-55.6% |
| Participant deferral / active EE | $2,570 | $5,619-54.3% | $5,057-49.2% | $6,688-61.6% |
| Admin fee / account holder | $2,776 | $9,750-71.5% | $8,355-66.8% | $13,397-79.3% |