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 | $69,291 | $103,376-33.0% | $87,100-20.4% | $152,861-54.7% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 22.01% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,031 | $4,778-57.5% | $4,049-49.8% | $5,850-65.3% |
| Admin fee / account holder | $710 | $12,205-94.2% | $7,497-90.5% | $11,596-93.9% |