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 10-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 | $47,378 | $110,261-57.0% | $95,745-50.5% | $139,434-66.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.72% | 27.11%-16.4pp | 28.35%-17.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,138 | $3,257-65.1% | $2,835-59.9% | $4,751-76.1% |
| Participant deferral / active EE | $1,559 | $4,676-66.7% | $4,245-63.3% | $6,710-76.8% |
| Admin fee / account holder | $463 | $6,613-93.0% | $5,678-91.8% | $11,403-95.9% |