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 | $27,266 | $110,257-75.3% | $96,544-71.8% | $139,434-80.4% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 20.09% | 26.32%-6.2pp | 25.84%-5.8pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,928 | $3,620-46.7% | $2,965-35.0% | $4,751-59.4% |
| Participant deferral / active EE | $4,405 | $5,548-20.6% | $4,851-9.2% | $6,710-34.4% |
| Admin fee / account holder | $3,178 | $11,591-72.6% | $8,252-61.5% | $11,403-72.1% |