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 | $28,889 | $124,281-76.8% | $109,143-73.5% | $167,490-82.8% |
| Participation rate | 73.3% | 79.4%-6.1pp | 75.9%-2.5pp | 82.1%-8.8pp |
| Annual return | 11.21% | 26.04%-14.8pp | 25.75%-14.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,685 | $4,207-60.0% | $3,722-54.7% | $4,837-65.2% |
| Participant deferral / active EE | $2,753 | $5,255-47.6% | $4,653-40.8% | $6,341-56.6% |
| Admin fee / account holder | $6,571 | $7,970-17.5% | $6,752-2.7% | $12,309-46.6% |