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 | $54,328 | $115,770-53.1% | $101,248-46.3% | $158,922-65.8% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 15.77% | 56.14%-40.4pp | 46.47%-30.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $749 | $4,175-82.1% | $3,660-79.5% | $4,761-84.3% |
| Participant deferral / active EE | $2,270 | $4,957-54.2% | $4,370-48.1% | $5,982-62.1% |
| Admin fee / account holder | $2,207 | $7,245-69.5% | $5,945-62.9% | $11,246-80.4% |