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 | $9,813 | $102,966-90.5% | $90,281-89.1% | $152,861-93.6% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 16.60% | 95.16%-78.6pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,530 | $3,139-51.3% | $2,854-46.4% | $4,762-67.9% |
| Participant deferral / active EE | $3,835 | $4,281-10.4% | $3,885-1.3% | $5,850-34.4% |
| Admin fee / account holder | $576 | $6,171-90.7% | $5,351-89.2% | $11,596-95.0% |