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 | $42,488 | $158,398-73.2% | $126,539-66.4% | $142,382-70.2% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 17.17% | 593.76%-576.6pp | 425.95%-408.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,049 | $4,650-55.9% | $3,674-44.2% | $4,299-52.3% |
| Participant deferral / active EE | $2,925 | $4,767-38.6% | $4,083-28.3% | $6,507-55.0% |
| Admin fee / account holder | $422 | $6,918-93.9% | $6,065-93.0% | $12,624-96.7% |