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 | $39,552 | $111,754-64.6% | $103,333-61.7% | $145,922-72.9% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 12.17% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,382 | $4,212-43.4% | $3,868-38.4% | $4,660-48.9% |
| Participant deferral / active EE | $4,858 | $5,619-13.5% | $5,057-3.9% | $6,688-27.4% |
| Admin fee / account holder | $1,519 | $9,750-84.4% | $8,355-81.8% | $13,397-88.7% |