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 | $29,432 | $103,376-71.5% | $87,100-66.2% | $152,861-80.7% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 13.24% | 28.10%-14.9pp | 28.19%-15.0pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,532 | $3,220-52.4% | $2,521-39.2% | $4,762-67.8% |
| Participant deferral / active EE | $3,830 | $4,778-19.8% | $4,049-5.4% | $5,850-34.5% |
| Admin fee / account holder | $530 | $12,205-95.7% | $7,497-92.9% | $11,596-95.4% |