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 9-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 | $31,117 | $115,770-73.1% | $101,248-69.3% | $158,922-80.4% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 18.11% | 56.14%-38.0pp | 46.47%-28.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,254 | $4,175-46.0% | $3,660-38.4% | $4,761-52.7% |
| Participant deferral / active EE | $3,518 | $4,957-29.0% | $4,370-19.5% | $5,982-41.2% |
| Admin fee / account holder | $14,611 | $7,245+101.7% | $5,945+145.7% | $11,246+29.9% |