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 | $39,920 | $110,257-63.8% | $96,544-58.7% | $139,434-71.4% |
| Participation rate | 73.3% | 78.1%-4.8pp | 76.0%-2.6pp | 80.3%-7.0pp |
| Annual return | 19.68% | 26.32%-6.6pp | 25.84%-6.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,784 | $3,620-23.1% | $2,965-6.1% | $4,751-41.4% |
| Participant deferral / active EE | $7,852 | $5,548+41.5% | $4,851+61.9% | $6,710+17.0% |
| Admin fee / account holder | $1,678 | $11,591-85.5% | $8,252-79.7% | $11,403-85.3% |