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 | $33,317 | $74,888-55.5% | $71,209-53.2% | $142,382-76.6% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 15.59% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,062 | $2,854-62.8% | $2,721-61.0% | $4,299-75.3% |
| Participant deferral / active EE | $1,803 | $4,454-59.5% | $4,175-56.8% | $6,507-72.3% |
| Admin fee / account holder | $1,391 | $5,568-75.0% | $5,349-74.0% | $12,624-89.0% |