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 | $24,008 | $103,376-76.8% | $87,100-72.4% | $152,861-84.3% |
| Participation rate | 76.5% | 79.3%-2.9pp | 76.9%-0.4pp | 82.4%-6.0pp |
| Annual return | 23.53% | 28.10%-4.6pp | 28.19%-4.7pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,439 | $3,220-55.3% | $2,521-42.9% | $4,762-69.8% |
| Participant deferral / active EE | $4,002 | $4,778-16.2% | $4,049-1.1% | $5,850-31.6% |
| Admin fee / account holder | $9,381 | $12,205-23.1% | $7,497+25.1% | $11,596-19.1% |