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 3-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 | $38,715 | $161,352-76.0% | $134,172-71.1% | $137,256-71.8% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 16.70% | 28.72%-12.0pp | 25.30%-8.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,725 | $4,099-57.9% | $3,420-49.6% | $4,156-58.5% |
| Participant deferral / active EE | $8,859 | $5,552+59.6% | $4,690+88.9% | $6,407+38.3% |
| Admin fee / account holder | $6,463 | $15,028-57.0% | $12,016-46.2% | $12,270-47.3% |