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 7-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 | $84,521 | $176,056-52.0% | $159,436-47.0% | $167,490-49.5% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 16.37% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,622 | $5,297-69.4% | $4,829-66.4% | $4,837-66.5% |
| Participant deferral / active EE | $4,769 | $7,750-38.5% | $7,352-35.1% | $6,341-24.8% |
| Admin fee / account holder | $696 | $12,554-94.5% | $10,799-93.6% | $12,309-94.3% |