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 | $24,859 | $97,757-74.6% | $83,848-70.4% | $135,375-81.6% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | 4.56% | 1287.37%-1282.8pp | 850.88%-846.3pp | 519.73%-515.2pp |
| Employer contribution / active EE | $3,077 | $4,222-27.1% | $3,631-15.3% | $4,779-35.6% |
| Participant deferral / active EE | $4,548 | $4,682-2.9% | $4,082+11.4% | $5,609-18.9% |
| Admin fee / account holder | $1,011 | $6,674-84.9% | $5,478-81.5% | $10,827-90.7% |