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 | $36,593 | $105,126-65.2% | $94,646-61.3% | $139,434-73.8% |
| Participation rate | 76.2% | 82.4%-6.2pp | 80.8%-4.6pp | 80.3%-4.1pp |
| Annual return | 20.27% | 38.03%-17.8pp | 156.71%-136.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,276 | $4,106-44.6% | $3,672-38.0% | $4,751-52.1% |
| Participant deferral / active EE | $4,107 | $7,599-46.0% | $7,418-44.6% | $6,710-38.8% |
| Admin fee / account holder | $1,172 | $8,984-87.0% | $7,231-83.8% | $11,403-89.7% |