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 | $32,977 | $157,256-79.0% | $141,162-76.6% | $152,861-78.4% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 23.85% | 64.32%-40.5pp | 71.39%-47.5pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,056 | $5,261-60.9% | $4,735-56.6% | $4,762-56.8% |
| Participant deferral / active EE | $3,393 | $7,109-52.3% | $6,709-49.4% | $5,850-42.0% |
| Admin fee / account holder | $845 | $12,120-93.0% | $10,261-91.8% | $11,596-92.7% |