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 | $53,924 | $106,515-49.4% | $96,683-44.2% | $139,434-61.3% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 13.85% | 38.43%-24.6pp | 35.69%-21.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,886 | $4,103-54.0% | $3,737-49.5% | $4,751-60.3% |
| Participant deferral / active EE | $4,583 | $5,454-16.0% | $4,878-6.0% | $6,710-31.7% |
| Admin fee / account holder | $16,515 | $7,877+109.7% | $6,730+145.4% | $11,403+44.8% |