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 | $33,213 | $93,571-64.5% | $135,903-75.6% | $75,163-55.8% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 20.77% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,886 | $3,537-46.7% | $4,856-61.2% | $2,670-29.3% |
| Participant deferral / active EE | $3,739 | $6,404-41.6% | $7,758-51.8% | $4,125-9.4% |
| Admin fee / account holder | $426 | $6,975-93.9% | $10,762-96.0% | $5,651-92.5% |