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 | $44,599 | $110,257-59.5% | $96,544-53.8% | $139,434-68.0% |
| Participation rate | 73.9% | 78.1%-4.2pp | 76.0%-2.0pp | 80.3%-6.4pp |
| Annual return | 12.28% | 26.32%-14.0pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,780 | $3,620-50.8% | $2,965-39.9% | $4,751-62.5% |
| Participant deferral / active EE | $2,213 | $5,548-60.1% | $4,851-54.4% | $6,710-67.0% |
| Admin fee / account holder | $1,252 | $11,591-89.2% | $8,252-84.8% | $11,403-89.0% |