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 | $59,899 | $96,635-38.0% | $86,612-30.8% | $139,434-57.0% |
| Participation rate | 70.8% | 74.4%-3.6pp | 71.7%-0.9pp | 80.3%-9.5pp |
| Annual return | 20.22% | 106.41%-86.2pp | 591.07%-570.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,340 | $3,263-58.9% | $3,022-55.7% | $4,751-71.8% |
| Participant deferral / active EE | $2,063 | $4,836-57.3% | $4,438-53.5% | $6,710-69.3% |
| Admin fee / account holder | $1,835 | $6,408-71.4% | $5,614-67.3% | $11,403-83.9% |