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 | $43,547 | $117,841-63.0% | $102,423-57.5% | $145,922-70.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.81% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,103 | $3,615-41.8% | $3,023-30.4% | $4,660-54.9% |
| Participant deferral / active EE | $2,865 | $5,731-50.0% | $5,053-43.3% | $6,688-57.2% |
| Admin fee / account holder | $1,299 | $13,326-90.3% | $9,451-86.3% | $13,397-90.3% |