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 | $30,407 | $115,770-73.7% | $101,248-70.0% | $158,922-80.9% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 16.33% | 56.14%-39.8pp | 46.47%-30.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $977 | $4,175-76.6% | $3,660-73.3% | $4,761-79.5% |
| Participant deferral / active EE | $3,277 | $4,957-33.9% | $4,370-25.0% | $5,982-45.2% |
| Admin fee / account holder | $2,548 | $7,245-64.8% | $5,945-57.1% | $11,246-77.3% |