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 | $34,932 | $105,859-67.0% | $90,160-61.3% | $147,584-76.3% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 14.63% | 37.63%-23.0pp | 34.88%-20.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,524 | $4,126-38.8% | $3,318-23.9% | $4,876-48.2% |
| Participant deferral / active EE | $2,189 | $5,733-61.8% | $5,288-58.6% | $5,439-59.8% |
| Admin fee / account holder | $1,534 | $8,046-80.9% | $5,943-74.2% | $10,885-85.9% |