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 | $42,961 | $114,381-62.4% | $107,525-60.0% | $142,382-69.8% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 15.62% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $906 | $4,015-77.4% | $3,754-75.9% | $4,299-78.9% |
| Participant deferral / active EE | $3,620 | $5,564-34.9% | $5,116-29.2% | $6,507-44.4% |
| Admin fee / account holder | $1,400 | $9,860-85.8% | $8,919-84.3% | $12,624-88.9% |