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 8-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 | $45,753 | $105,126-56.5% | $94,646-51.7% | $139,434-67.2% |
| Participation rate | 76.2% | 82.4%-6.2pp | 80.8%-4.6pp | 80.3%-4.1pp |
| Annual return | 20.54% | 38.03%-17.5pp | 156.71%-136.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,139 | $7,599+7.1% | $7,418+9.7% | $6,710+21.3% |
| Admin fee / account holder | $3,615 | $8,984-59.8% | $7,231-50.0% | $11,403-68.3% |