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 | $32,643 | $69,207-52.8% | $64,056-49.0% | $139,434-76.6% |
| Participation rate | 70.6% | 75.6%-5.0pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 15.32% | 45.88%-30.6pp | 33.69%-18.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $759 | $3,182-76.1% | $2,747-72.4% | $4,751-84.0% |
| Participant deferral / active EE | $3,438 | $4,682-26.6% | $3,880-11.4% | $6,710-48.8% |
| Admin fee / account holder | $2,516 | $4,244-40.7% | $3,068-18.0% | $11,403-77.9% |