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 | $36,933 | $127,264-71.0% | $109,895-66.4% | $167,490-77.9% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.2%-0.9pp | 82.1%-8.8pp |
| Annual return | 12.73% | 22.97%-10.2pp | 29.45%-16.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,057 | $3,322-38.1% | $2,842-27.6% | $4,837-57.5% |
| Participant deferral / active EE | $2,436 | $4,514-46.0% | $4,048-39.8% | $6,341-61.6% |
| Admin fee / account holder | $56,073 | $7,114+688.2% | $6,066+824.4% | $12,309+355.5% |