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 | $50,114 | $127,065-60.6% | $113,168-55.7% | $142,382-64.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 14.26% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,923 | $3,442-44.1% | $2,975-35.4% | $4,299-55.3% |
| Participant deferral / active EE | $3,032 | $5,716-47.0% | $5,107-40.6% | $6,507-53.4% |
| Admin fee / account holder | $2,626 | $15,736-83.3% | $12,068-78.2% | $12,624-79.2% |