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 8-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 | $28,762 | $133,922-78.5% | $116,228-75.3% | $142,382-79.8% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 16.32% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,327 | $3,446-32.5% | $2,994-22.3% | $4,299-45.9% |
| Participant deferral / active EE | $4,745 | $5,672-16.3% | $4,953-4.2% | $6,507-27.1% |
| Admin fee / account holder | $1,186 | $14,945-92.1% | $11,989-90.1% | $12,624-90.6% |