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 | $38,391 | $74,888-48.7% | $71,209-46.1% | $142,382-73.0% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 14.94% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,067 | $2,854-62.6% | $2,721-60.8% | $4,299-75.2% |
| Participant deferral / active EE | $1,892 | $4,454-57.5% | $4,175-54.7% | $6,507-70.9% |
| Admin fee / account holder | $1,927 | $5,568-65.4% | $5,349-64.0% | $12,624-84.7% |