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 | $43,289 | $86,286-49.8% | $111,297-61.1% | $85,850-49.6% |
| Participation rate | 74.1% | 73.3%+0.8pp | 77.3%-3.2pp | 69.3%+4.8pp |
| Annual return | 17.71% | 19.99%-2.3pp | 54.65%-36.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,005 | $2,043-50.8% | $2,731-63.2% | $2,565-60.8% |
| Participant deferral / active EE | $2,893 | $3,641-20.5% | $4,487-35.5% | $3,952-26.8% |
| Admin fee / account holder | $3,094 | $8,188-62.2% | $7,964-61.1% | $6,260-50.6% |