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 7-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 | $44,324 | $111,754-60.3% | $103,333-57.1% | $145,922-69.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 9.62% | 24.77%-15.1pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,597 | $4,212-62.1% | $3,868-58.7% | $4,660-65.7% |
| Participant deferral / active EE | $2,725 | $5,619-51.5% | $5,057-46.1% | $6,688-59.3% |
| Admin fee / account holder | $1,182 | $9,750-87.9% | $8,355-85.9% | $13,397-91.2% |