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 | $49,335 | $133,922-63.2% | $116,228-57.6% | $142,382-65.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 10.93% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,379 | $3,446-60.0% | $2,994-54.0% | $4,299-67.9% |
| Participant deferral / active EE | $3,711 | $5,672-34.6% | $4,953-25.1% | $6,507-43.0% |
| Admin fee / account holder | $3,772 | $14,945-74.8% | $11,989-68.5% | $12,624-70.1% |