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 | $94,211 | $106,584-11.6% | $101,326-7.0% | $142,382-33.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 18.73% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,948 | $3,956-50.8% | $3,665-46.9% | $4,299-54.7% |
| Participant deferral / active EE | $6,362 | $8,297-23.3% | $7,994-20.4% | $6,507-2.2% |
| Admin fee / account holder | $1,108 | $11,446-90.3% | $11,185-90.1% | $12,624-91.2% |