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 | $32,669 | $114,381-71.4% | $107,525-69.6% | $142,382-77.1% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 17.88% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,995 | $4,015-50.3% | $3,754-46.9% | $4,299-53.6% |
| Participant deferral / active EE | $2,724 | $5,564-51.0% | $5,116-46.8% | $6,507-58.1% |
| Admin fee / account holder | $8,404 | $9,860-14.8% | $8,919-5.8% | $12,624-33.4% |