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 | $40,804 | $112,096-63.6% | $95,952-57.5% | $158,922-74.3% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 18.77% | 171.09%-152.3pp | 91.61%-72.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,686 | $3,198-47.3% | $2,541-33.6% | $4,761-64.6% |
| Participant deferral / active EE | $3,266 | $4,784-31.7% | $4,167-21.6% | $5,982-45.4% |
| Admin fee / account holder | $439 | $10,130-95.7% | $6,795-93.5% | $11,246-96.1% |