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 | $39,999 | $114,381-65.0% | $107,525-62.8% | $142,382-71.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 13.44% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,311 | $4,015-67.4% | $3,754-65.1% | $4,299-69.5% |
| Participant deferral / active EE | $3,383 | $5,564-39.2% | $5,116-33.9% | $6,507-48.0% |
| Admin fee / account holder | $11,260 | $9,860+14.2% | $8,919+26.3% | $12,624-10.8% |