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 | $32,754 | $90,503-63.8% | $78,689-58.4% | $273,961-88.0% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 6.27% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,389 | $3,176-24.8% | $2,851-16.2% | $4,869-50.9% |
| Participant deferral / active EE | $2,486 | $3,901-36.3% | $3,517-29.3% | $5,287-53.0% |
| Admin fee / account holder | $324 | $5,263-93.8% | $4,510-92.8% | $10,132-96.8% |