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 | $41,813 | $111,814-62.6% | $103,374-59.6% | $145,959-71.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 9.24% | 24.77%-15.5pp | 24.89%-15.6pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,725 | $4,214-59.1% | $3,869-55.4% | $4,661-63.0% |
| Participant deferral / active EE | $4,400 | $5,618-21.7% | $5,058-13.0% | $6,689-34.2% |
| Admin fee / account holder | $7,896 | $9,754-19.0% | $8,394-5.9% | $13,398-41.1% |