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 | $54,007 | $127,386-57.6% | $115,037-53.1% | $125,391-56.9% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | 4.62% | 31.28%-26.7pp | 26.14%-21.5pp | 282.22%-277.6pp |
| Employer contribution / active EE | $1,964 | $5,166-62.0% | $4,608-57.4% | $4,866-59.6% |
| Participant deferral / active EE | $4,444 | $6,423-30.8% | $6,026-26.3% | $5,352-17.0% |
| Admin fee / account holder | $2,339 | $9,516-75.4% | $8,175-71.4% | $9,540-75.5% |