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 | $40,641 | $154,228-73.6% | $145,433-72.1% | $137,256-70.4% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 18.82% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,620 | $4,804-24.6% | $4,554-20.5% | $4,156-12.9% |
| Participant deferral / active EE | $7,003 | $8,216-14.8% | $7,897-11.3% | $6,407+9.3% |
| Admin fee / account holder | $6,937 | $14,344-51.6% | $13,129-47.2% | $12,270-43.5% |