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 | $47,743 | $127,386-62.5% | $115,037-58.5% | $125,391-61.9% |
| Participation rate | 72.2% | 84.2%-11.9pp | 81.4%-9.1pp | 83.2%-11.0pp |
| Annual return | 1.32% | 31.28%-30.0pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,361 | $5,166-73.7% | $4,608-70.5% | $4,866-72.0% |
| Participant deferral / active EE | $4,206 | $6,423-34.5% | $6,026-30.2% | $5,352-21.4% |
| Admin fee / account holder | $744 | $9,516-92.2% | $8,175-90.9% | $9,540-92.2% |