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 6-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 | $40,554 | $183,519-77.9% | $155,509-73.9% | $145,922-72.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.49% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,682 | $5,313-68.3% | $4,672-64.0% | $4,660-63.9% |
| Participant deferral / active EE | $7,848 | $6,462+21.4% | $5,626+39.5% | $6,688+17.4% |
| Admin fee / account holder | $2,534 | $19,313-86.9% | $15,912-84.1% | $13,397-81.1% |