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 | $32,989 | $107,334-69.3% | $92,893-64.5% | $152,861-78.4% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 26.95% | 145.58%-118.6pp | 109.41%-82.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,337 | $4,221-68.3% | $3,653-63.4% | $4,762-71.9% |
| Participant deferral / active EE | $3,296 | $4,845-32.0% | $4,236-22.2% | $5,850-43.7% |
| Admin fee / account holder | $2,777 | $7,079-60.8% | $5,794-52.1% | $11,596-76.1% |