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 | $34,455 | $114,381-69.9% | $107,525-68.0% | $142,382-75.8% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 17.67% | 242.71%-225.0pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,762 | $4,015-56.1% | $3,754-53.1% | $4,299-59.0% |
| Participant deferral / active EE | $3,056 | $5,564-45.1% | $5,116-40.3% | $6,507-53.0% |
| Admin fee / account holder | $2,616 | $9,860-73.5% | $8,919-70.7% | $12,624-79.3% |