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 | $111,535-70.7% | $105,223-69.0% | $137,256-76.2% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 17.88% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,995 | $3,939-49.4% | $3,689-45.9% | $4,156-52.0% |
| Participant deferral / active EE | $2,724 | $5,500-50.5% | $5,072-46.3% | $6,407-57.5% |
| Admin fee / account holder | $8,404 | $9,721-13.6% | $8,859-5.1% | $12,270-31.5% |