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 | $32,428 | $165,335-80.4% | $149,696-78.3% | $158,922-79.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 26.80% | 348.15%-321.3pp | 276.60%-249.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,588 | $5,103-68.9% | $4,644-65.8% | $4,761-66.6% |
| Participant deferral / active EE | $2,957 | $7,181-58.8% | $6,842-56.8% | $5,982-50.6% |
| Admin fee / account holder | $734 | $10,807-93.2% | $9,309-92.1% | $11,246-93.5% |