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 | $39,808 | $86,286-53.9% | $111,297-64.2% | $85,850-53.6% |
| Participation rate | 71.9% | 73.3%-1.5pp | 77.3%-5.4pp | 69.3%+2.6pp |
| Annual return | 11.88% | 19.99%-8.1pp | 54.65%-42.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $968 | $2,043-52.6% | $2,731-64.6% | $2,565-62.3% |
| Participant deferral / active EE | $2,147 | $3,641-41.0% | $4,487-52.2% | $3,952-45.7% |
| Admin fee / account holder | $10,473 | $8,188+27.9% | $7,964+31.5% | $6,260+67.3% |