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 | $39,696 | $176,377-77.5% | $134,143-70.4% | $158,922-75.0% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 17.03% | 63.63%-46.6pp | 36.33%-19.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,145 | $5,040-77.3% | $3,704-69.1% | $4,761-76.0% |
| Participant deferral / active EE | $2,550 | $4,091-37.7% | $3,499-27.1% | $5,982-57.4% |
| Admin fee / account holder | $317 | $8,718-96.4% | $6,684-95.3% | $11,246-97.2% |