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 6-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 | $33,107 | $217,402-84.8% | $185,823-82.2% | $167,490-80.2% |
| Participation rate | 82.6% | 86.0%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 9.87% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,521 | $5,873-74.1% | $5,167-70.6% | $4,837-68.6% |
| Participant deferral / active EE | $3,494 | $6,356-45.0% | $5,568-37.3% | $6,341-44.9% |
| Admin fee / account holder | $6,255 | $19,811-68.4% | $16,237-61.5% | $12,309-49.2% |