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 | $57,041 | $110,261-48.3% | $95,745-40.4% | $139,434-59.1% |
| Participation rate | 71.4% | 75.8%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 17.18% | 27.11%-9.9pp | 28.35%-11.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $857 | $3,257-73.7% | $2,835-69.8% | $4,751-82.0% |
| Participant deferral / active EE | $5,293 | $4,676+13.2% | $4,245+24.7% | $6,710-21.1% |
| Admin fee / account holder | $3,467 | $6,613-47.6% | $5,678-38.9% | $11,403-69.6% |