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 | $39,915 | $105,859-62.3% | $90,160-55.7% | $147,584-73.0% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.5pp | 82.8%-9.5pp |
| Annual return | 19.92% | 37.63%-17.7pp | 34.88%-15.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,848 | $4,126-31.0% | $3,318-14.2% | $4,876-41.6% |
| Participant deferral / active EE | $4,494 | $5,733-21.6% | $5,288-15.0% | $5,439-17.4% |
| Admin fee / account holder | $7,957 | $8,046-1.1% | $5,943+33.9% | $10,885-26.9% |