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 | $133,601 | $177,572-24.8% | $154,803-13.7% | $142,382-6.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 18.26% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,775 | $4,810-63.1% | $4,305-58.8% | $4,299-58.7% |
| Participant deferral / active EE | $6,518 | $6,272+3.9% | $5,540+17.6% | $6,507+0.2% |
| Admin fee / account holder | $1,018 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |