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 | $40,481 | $183,592-78.0% | $155,567-74.0% | $145,959-72.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.96% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $2,357 | $5,315-55.7% | $4,674-49.6% | $4,661-49.4% |
| Participant deferral / active EE | $3,052 | $6,464-52.8% | $5,628-45.8% | $6,689-54.4% |
| Admin fee / account holder | $41,496 | $19,318+114.8% | $15,916+160.7% | $13,398+209.7% |