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 | $28,408 | $111,754-74.6% | $103,333-72.5% | $145,922-80.5% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 16.46% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,924 | $4,212-54.3% | $3,868-50.2% | $4,660-58.7% |
| Participant deferral / active EE | $2,431 | $5,619-56.7% | $5,057-51.9% | $6,688-63.6% |
| Admin fee / account holder | $742 | $9,750-92.4% | $8,355-91.1% | $13,397-94.5% |