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 | $111,814-60.4% | $103,374-57.1% | $145,959-69.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 9.62% | 24.77%-15.1pp | 24.89%-15.3pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,597 | $4,214-62.1% | $3,869-58.7% | $4,661-65.7% |
| Participant deferral / active EE | $2,725 | $5,618-51.5% | $5,058-46.1% | $6,689-59.3% |
| Admin fee / account holder | $1,182 | $9,754-87.9% | $8,394-85.9% | $13,398-91.2% |