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 8-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 | $43,853 | $106,515-58.8% | $96,683-54.6% | $139,434-68.5% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 16.70% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,287 | $4,103-68.6% | $3,737-65.6% | $4,751-72.9% |
| Participant deferral / active EE | $2,646 | $5,454-51.5% | $4,878-45.8% | $6,710-60.6% |
| Admin fee / account holder | $752 | $7,877-90.4% | $6,730-88.8% | $11,403-93.4% |