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 | $39,303 | $99,020-60.3% | $86,590-54.6% | $147,584-73.4% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 13.48% | 1312.34%-1298.9pp | 964.84%-951.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,611 | $3,132-48.6% | $2,839-43.3% | $4,876-67.0% |
| Participant deferral / active EE | $2,988 | $3,972-24.8% | $3,609-17.2% | $5,439-45.1% |
| Admin fee / account holder | $575 | $5,710-89.9% | $4,906-88.3% | $10,885-94.7% |