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 | $35,942 | $111,301-67.7% | $112,977-68.2% | $158,922-77.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 82.6%-2.6pp | 82.0%-2.0pp |
| Annual return | 13.28% | 26.40%-13.1pp | 24.24%-11.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,721 | $4,471-39.1% | $4,255-36.0% | $4,761-42.8% |
| Participant deferral / active EE | $4,157 | $5,880-29.3% | $5,836-28.8% | $5,982-30.5% |
| Admin fee / account holder | $665 | $8,392-92.1% | $6,294-89.4% | $11,246-94.1% |