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 | $47,703 | $114,381-58.3% | $107,525-55.6% | $142,382-66.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 18.33% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,679 | $4,015-58.2% | $3,754-55.3% | $4,299-61.0% |
| Participant deferral / active EE | $5,226 | $5,564-6.1% | $5,116+2.1% | $6,507-19.7% |
| Admin fee / account holder | $17,166 | $9,860+74.1% | $8,919+92.5% | $12,624+36.0% |