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 | $33,304 | $228,332-85.4% | $185,823-82.1% | $158,922-79.0% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 8.98% | 40.80%-31.8pp | 35.95%-27.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,072 | $4,967-78.4% | $4,087-73.8% | $4,761-77.5% |
| Participant deferral / active EE | $2,565 | $6,415-60.0% | $5,632-54.4% | $5,982-57.1% |
| Admin fee / account holder | $7,388 | $11,864-37.7% | $9,500-22.2% | $11,246-34.3% |