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 6-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 | $33,371 | $150,187-77.8% | $120,354-72.3% | $145,922-77.1% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 10.60% | 154.07%-143.5pp | 107.15%-96.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $977 | $4,348-77.5% | $3,463-71.8% | $4,660-79.0% |
| Participant deferral / active EE | $2,454 | $6,173-60.2% | $4,991-50.8% | $6,688-63.3% |
| Admin fee / account holder | $19,535 | $12,207+60.0% | $9,423+107.3% | $13,397+45.8% |