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 | $35,276 | $152,587-76.9% | $125,175-71.8% | $152,861-76.9% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.4%-6.0pp |
| Annual return | 24.53% | 54.84%-30.3pp | 43.79%-19.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $3,137 | $4,946-36.6% | $3,865-18.8% | $4,762-34.1% |
| Participant deferral / active EE | $4,764 | $5,868-18.8% | $4,937-3.5% | $5,850-18.6% |
| Admin fee / account holder | $1,107 | $13,434-91.8% | $9,702-88.6% | $11,596-90.5% |