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 | $37,757 | $117,841-68.0% | $102,423-63.1% | $145,922-74.1% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 13.56% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,592 | $3,615-55.9% | $3,023-47.3% | $4,660-65.8% |
| Participant deferral / active EE | $2,539 | $5,731-55.7% | $5,053-49.7% | $6,688-62.0% |
| Admin fee / account holder | $2,969 | $13,326-77.7% | $9,451-68.6% | $13,397-77.8% |