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 | $34,731 | $165,984-79.1% | $164,813-78.9% | $145,922-76.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 10.00% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,186 | $5,273-58.6% | $4,341-49.7% | $4,660-53.1% |
| Participant deferral / active EE | $3,332 | $6,959-52.1% | $6,031-44.8% | $6,688-50.2% |
| Admin fee / account holder | $1,245 | $16,648-92.5% | $12,690-90.2% | $13,397-90.7% |