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 | $41,477 | $106,515-61.1% | $96,683-57.1% | $139,434-70.3% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.02% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,100 | $4,103-48.8% | $3,737-43.8% | $4,751-55.8% |
| Participant deferral / active EE | $4,458 | $5,454-18.3% | $4,878-8.6% | $6,710-33.6% |
| Admin fee / account holder | $4,979 | $7,877-36.8% | $6,730-26.0% | $11,403-56.3% |