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 | $25,003 | $127,065-80.3% | $113,168-77.9% | $142,382-82.4% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 16.42% | 24.03%-7.6pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,668 | $3,442-51.5% | $2,975-43.9% | $4,299-61.2% |
| Participant deferral / active EE | $2,138 | $5,716-62.6% | $5,107-58.1% | $6,507-67.1% |
| Admin fee / account holder | $6,724 | $15,736-57.3% | $12,068-44.3% | $12,624-46.7% |