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 | $68,964 | $74,888-7.9% | $71,209-3.2% | $142,382-51.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.58% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $424 | $2,854-85.2% | $2,721-84.4% | $4,299-90.1% |
| Participant deferral / active EE | $1,059 | $4,454-76.2% | $4,175-74.6% | $6,507-83.7% |
| Admin fee / account holder | $328 | $5,568-94.1% | $5,349-93.9% | $12,624-97.4% |