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 | $17,289 | $127,264-86.4% | $109,895-84.3% | $167,490-89.7% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.2%-3.6pp | 82.1%-11.5pp |
| Annual return | 18.46% | 22.97%-4.5pp | 29.45%-11.0pp | 478.56%-460.1pp |
| Employer contribution / active EE | $1,349 | $3,322-59.4% | $2,842-52.6% | $4,837-72.1% |
| Participant deferral / active EE | $3,846 | $4,514-14.8% | $4,048-5.0% | $6,341-39.3% |
| Admin fee / account holder | $7,688 | $7,114+8.1% | $6,066+26.7% | $12,309-37.5% |