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 | $70,387 | $106,515-33.9% | $96,683-27.2% | $139,434-49.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 12.09% | 38.43%-26.3pp | 35.69%-23.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,036 | $4,103-50.4% | $3,737-45.5% | $4,751-57.1% |
| Participant deferral / active EE | $6,174 | $5,454+13.2% | $4,878+26.6% | $6,710-8.0% |
| Admin fee / account holder | $3,173 | $7,877-59.7% | $6,730-52.8% | $11,403-72.2% |