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 | $23,154 | $111,754-79.3% | $103,333-77.6% | $145,922-84.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 14.87% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,520 | $4,212-63.9% | $3,868-60.7% | $4,660-67.4% |
| Participant deferral / active EE | $2,014 | $5,619-64.2% | $5,057-60.2% | $6,688-69.9% |
| Admin fee / account holder | $2,393 | $9,750-75.5% | $8,355-71.4% | $13,397-82.1% |