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 3-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 | $39,256 | $74,888-47.6% | $71,209-44.9% | $142,382-72.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 17.55% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,651 | $2,854-42.2% | $2,721-39.3% | $4,299-61.6% |
| Participant deferral / active EE | $1,814 | $4,454-59.3% | $4,175-56.6% | $6,507-72.1% |
| Admin fee / account holder | $5,303 | $5,568-4.8% | $5,349-0.9% | $12,624-58.0% |