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 | $33,033 | $124,319-73.4% | $111,297-70.3% | $167,490-80.3% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 13.54% | 37.44%-23.9pp | 54.65%-41.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,852 | $3,435-46.1% | $2,731-32.2% | $4,837-61.7% |
| Participant deferral / active EE | $5,609 | $5,180+8.3% | $4,487+25.0% | $6,341-11.5% |
| Admin fee / account holder | $5,640 | $10,618-46.9% | $7,964-29.2% | $12,309-54.2% |