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 | $109,200 | $157,256-30.6% | $141,162-22.6% | $152,861-28.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 22.27% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,372 | $5,261-54.9% | $4,735-49.9% | $4,762-50.2% |
| Participant deferral / active EE | $4,163 | $7,109-41.4% | $6,709-37.9% | $5,850-28.8% |
| Admin fee / account holder | $39,226 | $12,120+223.6% | $10,261+282.3% | $11,596+238.3% |