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 | $42,068 | $124,281-66.2% | $109,143-61.5% | $167,490-74.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 17.65% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,021 | $4,207-52.0% | $3,722-45.7% | $4,837-58.2% |
| Participant deferral / active EE | $5,231 | $5,255-0.5% | $4,653+12.4% | $6,341-17.5% |
| Admin fee / account holder | $20,266 | $7,970+154.3% | $6,752+200.1% | $12,309+64.6% |