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 | $66,395 | $106,515-37.7% | $96,683-31.3% | $139,434-52.4% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.8pp |
| Annual return | 15.09% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,970 | $4,103-52.0% | $3,737-47.3% | $4,751-58.5% |
| Participant deferral / active EE | $6,131 | $5,454+12.4% | $4,878+25.7% | $6,710-8.6% |
| Admin fee / account holder | $2,774 | $7,877-64.8% | $6,730-58.8% | $11,403-75.7% |