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 | $40,484 | $104,251-61.2% | $91,001-55.5% | $147,584-72.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 13.42% | 27.06%-13.6pp | 4.60%+8.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $570 | $3,116-81.7% | $2,456-76.8% | $4,876-88.3% |
| Participant deferral / active EE | $2,280 | $4,195-45.7% | $3,547-35.7% | $5,439-58.1% |
| Admin fee / account holder | $4,629 | $8,948-48.3% | $5,417-14.5% | $10,885-57.5% |