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 6-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 | $34,290 | $111,754-69.3% | $103,333-66.8% | $145,922-76.5% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 14.97% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,796 | $4,212-33.6% | $3,868-27.7% | $4,660-40.0% |
| Participant deferral / active EE | $4,304 | $5,619-23.4% | $5,057-14.9% | $6,688-35.6% |
| Admin fee / account holder | $1,811 | $9,750-81.4% | $8,355-78.3% | $13,397-86.5% |