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 | $33,466 | $100,326-66.6% | $180,183-81.4% | $84,808-60.5% |
| Participation rate | 74.1% | 71.0%+3.1pp | 77.4%-3.3pp | 68.3%+5.8pp |
| Annual return | 19.71% | 17.86%+1.9pp | 27.86%-8.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,440 | $3,269-25.4% | $5,039-51.6% | $2,631-7.3% |
| Participant deferral / active EE | $3,357 | $5,066-33.7% | $6,822-50.8% | $4,212-20.3% |
| Admin fee / account holder | $1,716 | $9,674-82.3% | $19,975-91.4% | $7,344-76.6% |