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 7-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 | $19,455 | $111,535-82.6% | $105,223-81.5% | $137,256-85.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 23.58% | 237.85%-214.3pp | 180.65%-157.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,674 | $3,939-57.5% | $3,689-54.6% | $4,156-59.7% |
| Participant deferral / active EE | $1,833 | $5,500-66.7% | $5,072-63.9% | $6,407-71.4% |
| Admin fee / account holder | $332 | $9,721-96.6% | $8,859-96.2% | $12,270-97.3% |