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 | $43,077 | $115,770-62.8% | $101,248-57.5% | $158,922-72.9% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 17.33% | 56.14%-38.8pp | 46.47%-29.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,946 | $4,175-53.4% | $3,660-46.8% | $4,761-59.1% |
| Participant deferral / active EE | $2,859 | $4,957-42.3% | $4,370-34.6% | $5,982-52.2% |
| Admin fee / account holder | $363 | $7,245-95.0% | $5,945-93.9% | $11,246-96.8% |