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 | $51,253 | $127,264-59.7% | $109,895-53.4% | $167,490-69.4% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.2%-0.9pp | 82.1%-8.8pp |
| Annual return | 7.94% | 22.97%-15.0pp | 29.45%-21.5pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,994 | $3,322-40.0% | $2,842-29.9% | $4,837-58.8% |
| Participant deferral / active EE | $3,117 | $4,514-31.0% | $4,048-23.0% | $6,341-50.8% |
| Admin fee / account holder | $1,898 | $7,114-73.3% | $6,066-68.7% | $12,309-84.6% |