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 | $53,457 | $111,754-52.2% | $103,333-48.3% | $145,922-63.4% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 9.90% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,539 | $4,212-63.5% | $3,868-60.2% | $4,660-67.0% |
| Participant deferral / active EE | $2,671 | $5,619-52.5% | $5,057-47.2% | $6,688-60.1% |
| Admin fee / account holder | $777 | $9,750-92.0% | $8,355-90.7% | $13,397-94.2% |