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 | $43,654 | $108,919-59.9% | $100,391-56.5% | $145,922-70.1% |
| Participation rate | 77.3% | 82.9%-5.7pp | 81.5%-4.2pp | 80.3%-3.0pp |
| Annual return | 11.91% | 57.88%-46.0pp | 49.20%-37.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,424 | $4,419-45.2% | $3,942-38.5% | $4,660-48.0% |
| Participant deferral / active EE | $4,034 | $8,445-52.2% | $8,082-50.1% | $6,688-39.7% |
| Admin fee / account holder | $1,386 | $9,689-85.7% | $7,899-82.5% | $13,397-89.7% |