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 | $35,279 | $162,781-78.3% | $133,956-73.7% | $158,922-77.8% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 18.98% | 41.94%-23.0pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,296 | $4,975-74.0% | $3,919-66.9% | $4,761-72.8% |
| Participant deferral / active EE | $2,008 | $5,911-66.0% | $5,048-60.2% | $5,982-66.4% |
| Admin fee / account holder | $9,042 | $11,736-23.0% | $8,927+1.3% | $11,246-19.6% |