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 | $124,425-59.7% | $112,040-55.3% | $137,256-63.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 14.26% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,923 | $3,411-43.6% | $2,954-34.9% | $4,156-53.7% |
| Participant deferral / active EE | $3,032 | $5,718-47.0% | $5,098-40.5% | $6,407-52.7% |
| Admin fee / account holder | $2,626 | $15,207-82.7% | $12,098-78.3% | $12,270-78.6% |