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 | $9,406 | $74,888-87.4% | $71,209-86.8% | $142,382-93.4% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 21.28% | 345.14%-323.9pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,603 | $2,854-43.8% | $2,721-41.1% | $4,299-62.7% |
| Participant deferral / active EE | $3,548 | $4,454-20.4% | $4,175-15.0% | $6,507-45.5% |
| Admin fee / account holder | $3,165 | $5,568-43.2% | $5,349-40.8% | $12,624-74.9% |