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 6-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 | $22,784 | $74,888-69.6% | $71,209-68.0% | $142,382-84.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 13.49% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,109 | $2,854-61.1% | $2,721-59.2% | $4,299-74.2% |
| Participant deferral / active EE | $3,029 | $4,454-32.0% | $4,175-27.5% | $6,507-53.5% |
| Admin fee / account holder | $546 | $5,568-90.2% | $5,349-89.8% | $12,624-95.7% |