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 | $44,642 | $124,281-64.1% | $109,143-59.1% | $167,490-73.3% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 13.18% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,240 | $4,207-70.5% | $3,722-66.7% | $4,837-74.4% |
| Participant deferral / active EE | $3,035 | $5,255-42.2% | $4,653-34.8% | $6,341-52.1% |
| Admin fee / account holder | $552 | $7,970-93.1% | $6,752-91.8% | $12,309-95.5% |