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 | $29,739 | $149,734-80.1% | $118,925-75.0% | $158,922-81.3% |
| Participation rate | 81.8% | 82.1%-0.3pp | 75.4%+6.4pp | 82.0%-0.1pp |
| Annual return | 15.09% | 19.95%-4.9pp | 35.88%-20.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,764 | $4,115-57.1% | $3,263-45.9% | $4,761-63.0% |
| Participant deferral / active EE | $2,874 | $5,223-45.0% | $4,265-32.6% | $5,982-52.0% |
| Admin fee / account holder | $2,220 | $8,603-74.2% | $6,581-66.3% | $11,246-80.3% |