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 | $50,690 | $107,334-52.8% | $92,893-45.4% | $152,861-66.8% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.4%-8.8pp |
| Annual return | 19.10% | 145.58%-126.5pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,354 | $4,221-67.9% | $3,653-62.9% | $4,762-71.6% |
| Participant deferral / active EE | $3,396 | $4,845-29.9% | $4,236-19.8% | $5,850-42.0% |
| Admin fee / account holder | $1,768 | $7,079-75.0% | $5,794-69.5% | $11,596-84.8% |